AWA
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Arete Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Arete Wealth Advisors’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$880K Buy
+10,844
New +$866K 0.06% 238
2025
Q4 		– Sell
-8,333
Closed -$695K – 645
2025
Q3 		$695K Buy
8,333
+229
+3% +$19.2K 0.04% 361
2025
Q2 		$682K Buy
8,104
+485
+6% +$39.1K 0.05% 329
2025
Q1 		$627K Buy
7,619
+101
+1% +$8.43K 0.05% 329
2024
Q4 		$634K Buy
7,518
+672
+10% +$59.5K 0.05% 348
2024
Q3 		$608K Sell
6,846
-275
-4% -$21.9K 0.05% 322
2024
Q2 		$523K Buy
+7,121
New +$506K 0.04% 379
2024
Q1 		– Sell
-10,789
Closed -$660K – 631
2023
Q4 		$660K Sell
10,789
-136
-1% -$8.36K 0.05% 337
2023
Q3 		$622K Buy
10,925
+685
+7% +$42.1K 0.11% 199
2023
Q2 		$641K Buy
10,240
+2,774
+37% +$173K 0.06% 312
2023
Q1 		$466K Buy
7,466
+523
+8% +$31.7K 0.04% 363
2022
Q4 		$425K Buy
6,943
+1,325
+24% +$76.9K 0.04% 361
2022
Q3 		$316K Buy
5,618
+504
+10% +$32.5K 0.03% 392
2022
Q2 		$324K Buy
5,114
+1,214
+31% +$82.5K 0.03% 320
2022
Q1 		$273K Sell
3,900
-26
-0.7% -$1.72K 0.02% 404
2021
Q4 		$260K Buy
+3,926
New +$248K 0.02% 413

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Arete Wealth Advisors's PEG Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 10,844 shares worth $880K. The stake represents 0.06% of the portfolio and ranks #238 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in PEG as recently as Q3 2025.

Arete Wealth Advisors first reported a position in PEG in Q4 2021 and has held it in 16 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Arete Wealth Advisors held 10,844 shares of Public Service Enterprise Group worth $880K as of Q2 2026.
  • Public Service Enterprise Group was a new Arete Wealth Advisors position in Q2 2026.
  • Public Service Enterprise Group made up 0.06% of Arete Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • Arete Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 16 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.