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Aventura Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Aventura Private Wealth’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 		$3K Buy
+37
New +$2.96K ﹤0.01% 762
2025
Q2 		– Sell
-7
Closed -$576 – 822
2025
Q1 		$576 Hold
7
– – ﹤0.01% 704
2024
Q4 		$591 Buy
+7
New +$620 ﹤0.01% 679

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's PEG Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 37 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Aventura Private Wealth previously reported a position in PEG as recently as Q1 2025.

Aventura Private Wealth first reported a position in PEG in Q4 2024 and has held it in 3 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Aventura Private Wealth held 37 shares of Public Service Enterprise Group worth $3K as of Q2 2026.
  • Public Service Enterprise Group was a new Aventura Private Wealth position in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #762 holding.
  • Aventura Private Wealth first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 3 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.