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

Arkadios 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 		$2.14M Sell
26,353
-3,029
-10% -$242K 0.03% 511
2026
Q1 		$2.38M Buy
29,382
+115
+0.4% +$9.43K 0.04% 448
2025
Q4 		$2.35M Buy
29,267
+2,188
+8% +$178K 0.05% 409
2025
Q3 		$2.26M Buy
27,079
+4,539
+20% +$381K 0.05% 365
2025
Q2 		$1.9M Buy
22,540
+10
+0% +$807 0.06% 362
2025
Q1 		$1.85M Buy
22,530
+16,946
+303% +$1.41M 0.07% 304
2024
Q4 		$472K Buy
5,584
+192
+4% +$17K 0.03% 562
2024
Q3 		$481K Sell
5,392
-145
-3% -$11.6K 0.03% 549
2024
Q2 		$408K Buy
5,537
+1,621
+41% +$115K 0.03% 533
2024
Q1 		$261K Sell
3,916
-48
-1% -$2.94K 0.02% 583
2023
Q4 		$242K Sell
3,964
-1,805
-31% -$111K 0.02% 595
2023
Q3 		$328K Buy
5,769
+1,281
+29% +$78.7K 0.03% 459
2023
Q2 		$281K Buy
4,488
+17
+0.4% +$1.06K 0.03% 464
2023
Q1 		$279K Sell
4,471
-258
-5% -$15.6K 0.03% 457
2022
Q4 		$290K Buy
+4,729
New +$275K 0.04% 417
2022
Q1 		– Sell
-3,031
Closed -$202K – 618
2021
Q4 		$202K Buy
3,031
+32
+1% +$2.02K 0.03% 559
2021
Q3 		$182K Sell
2,999
-1,432
-32% -$89.4K 0.03% 529
2021
Q2 		$264K Buy
4,431
+389
+10% +$24K 0.03% 474
2021
Q1 		$243K Buy
4,042
+1,339
+50% +$77.2K 0.04% 375
2020
Q4 		$157K Buy
2,703
+307
+13% +$17.9K 0.03% 363
2020
Q3 		$143K Buy
2,396
+322
+16% +$17.1K 0.07% 230
2020
Q2 		$107K Buy
2,074
+222
+12% +$11.1K 0.06% 244
2020
Q1 		$83.2K Buy
1,852
+627
+51% +$33.9K 0.05% 259
2019
Q4 		$71.5K Buy
+1,225
New +$74.3K 0.04% 275

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

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

Arkadios Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 10% in Q2 2026, selling an estimated $242K and leaving 26,353 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #511.

Arkadios Wealth Advisors first reported a position in PEG in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.38M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Arkadios Wealth Advisors held 26,353 shares of Public Service Enterprise Group worth $2.14M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,029 Public Service Enterprise Group shares in Q2 2026, an estimated $242K.
  • Public Service Enterprise Group made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #511 holding.
  • Arkadios Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's Public Service Enterprise Group position peaked at $2.38M in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.