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Avion Wealth’s Public Service Enterprise Group PEG Stock Holding History

Avion 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 		$8K Sell
107
-30
-22% -$2.4K ﹤0.01% 662
2026
Q1 		$11K Buy
137
+18
+15% +$1.48K ﹤0.01% 474
2025
Q4 		$9K Sell
119
-217
-65% -$17.7K ﹤0.01% 520
2025
Q3 		$28K Buy
336
+12
+4% +$1.01K 0.01% 288
2025
Q2 		$27K Buy
324
+26
+9% +$2.1K 0.01% 272
2025
Q1 		$25K Hold
298
– – 0.01% 265
2024
Q4 		$25K Buy
298
+3
+1% +$266 0.01% 265
2024
Q3 		$26K Buy
295
+204
+224% +$16.3K 0.01% 231
2024
Q2 		$6K Buy
91
+22
+32% +$1.56K ﹤0.01% 438
2024
Q1 		$5K Buy
69
+9
+15% +$551 ﹤0.01% 470
2023
Q4 		$4K Buy
60
+11
+22% +$676 ﹤0.01% 446
2023
Q3 		$2K Buy
49
+9
+23% +$553 ﹤0.01% 514
2023
Q2 		$1K Buy
40
+23
+135% +$1.44K ﹤0.01% 629
2023
Q1 		$1K Buy
+17
New +$1.03K ﹤0.01% 472

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

Avion Wealth's PEG Position: Q2 2026 in Review

Avion Wealth reduced its Public Service Enterprise Group (PEG) stake by 22% in Q2 2026, selling an estimated $2.4K and leaving 107 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Avion Wealth first reported a position in PEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $28K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Avion Wealth held 107 shares of Public Service Enterprise Group worth $8K as of Q2 2026.
  • Avion Wealth sold 30 Public Service Enterprise Group shares in Q2 2026, an estimated $2.4K.
  • Public Service Enterprise Group made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #662 holding.
  • Avion Wealth first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's Public Service Enterprise Group position peaked at $28K in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.