BRWA
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B. Riley Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

B. Riley 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
Q1 		– Sell
-7,448
Closed -$598K – 1061
2025
Q4 		$598K Buy
7,448
+550
+8% +$44.9K 0.03% 464
2025
Q3 		$576K Buy
6,898
+495
+8% +$41.5K 0.03% 489
2025
Q2 		$539K Buy
+6,403
New +$516K 0.03% 506
2024
Q4 		$1.85M Sell
21,884
-3,167
-13% -$280K 0.06% 293
2024
Q3 		$2.26M Sell
25,051
-1,219
-5% -$97.3K 0.06% 292
2024
Q2 		$1.94M Sell
26,270
-10,220
-28% -$726K 0.05% 346
2024
Q1 		$2.08M Buy
36,490
+2,522
+7% +$154K 0.06% 342
2023
Q4 		$2.08M Sell
33,968
-2,522
-7% -$155K 0.06% 349
2023
Q3 		$2.08M Sell
36,490
-5,475
-13% -$336K 0.06% 342
2023
Q2 		$2.63M Buy
41,965
+334
+0.8% +$20.9K 0.06% 300
2023
Q1 		$2.6M Buy
41,631
+11,939
+40% +$723K 0.07% 285
2022
Q4 		$1.82M Buy
29,692
+4,864
+20% +$282K 0.05% 362
2022
Q3 		$1.4M Buy
24,828
+6,401
+35% +$412K 0.04% 402
2022
Q2 		$1.17M Sell
18,427
-2,575
-12% -$175K 0.05% 368
2022
Q1 		$1.47M Sell
21,002
-9,610
-31% -$636K 0.05% 367
2021
Q4 		$2.04M Buy
30,612
+1,725
+6% +$109K 0.06% 344
2021
Q3 		$1.76M Buy
28,887
+3,341
+13% +$209K 0.06% 367
2021
Q2 		$1.53M Buy
25,546
+4,961
+24% +$306K 0.05% 403
2021
Q1 		$1.24M Buy
20,585
+1,864
+10% +$108K 0.04% 426
2020
Q4 		$1.09M Sell
18,721
-4,187
-18% -$244K 0.06% 302
2020
Q3 		$1.25M Sell
22,908
-1,021
-4% -$54.1K 0.07% 277
2020
Q2 		$1.18M Buy
23,929
+8,179
+52% +$408K 0.08% 251
2020
Q1 		$708K Buy
15,750
+864
+6% +$46.7K 0.06% 303
2019
Q4 		$879K Buy
14,886
+5,258
+55% +$319K 0.07% 263
2019
Q3 		$598K Buy
9,628
+599
+7% +$35.8K 0.06% 343
2019
Q2 		$532K Sell
9,029
-184
-2% -$11K 0.06% 357
2019
Q1 		$548K Buy
9,213
+768
+9% +$42.9K 0.07% 307
2018
Q4 		$440K Sell
8,445
-1,449
-15% -$78K 0.06% 334
2018
Q3 		$523K Buy
9,894
+5,346
+118% +$279K 0.06% 342
2018
Q2 		$247K Sell
4,548
-193
-4% -$9.92K 0.03% 545
2018
Q1 		$239K Buy
4,741
+37
+0.8% +$1.82K 0.03% 524
2017
Q4 		$244K Buy
4,704
+167
+4% +$8.42K 0.03% 520
2017
Q3 		$210K Buy
+4,537
New +$205K 0.03% 482
2016
Q4 		– Sell
-5,803
Closed -$243K – 609
2016
Q3 		$243K Sell
5,803
-2,635
-31% -$116K 0.05% 471
2016
Q2 		$394K Sell
8,438
-56
-0.7% -$2.54K 0.08% 317
2016
Q1 		$400K Buy
8,494
+120
+1% +$5.1K 0.09% 272
2015
Q4 		$324K Buy
8,374
+455
+6% +$18.2K 0.07% 345
2015
Q3 		$334K Buy
7,919
+380
+5% +$15.5K 0.08% 322
2015
Q2 		$297K Sell
7,539
-591
-7% -$24.5K 0.07% 337
2015
Q1 		$340K Buy
8,130
+1,356
+20% +$56.6K 0.08% 319
2014
Q4 		$280 Sell
6,774
-326
-5% -$13.1K 0.01% 1150
2014
Q3 		$264K Sell
7,100
-8,744
-55% -$323K 0.07% 404
2014
Q2 		$334K Buy
15,844
+9,487
+149% +$368K 0.08% 287
2014
Q1 		$242K Buy
6,357
+1,331
+26% +$46K 0.07% 317
2013
Q4 		$161K Buy
5,026
+9
+0.2% +$298 0.05% 412
2013
Q3 		$165K Buy
5,017
+1,240
+33% +$41K 0.06% 398
2013
Q2 		$123K Buy
+3,777
New +$129K 0.04% 490

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

B. Riley Wealth Advisors's PEG Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 7,448 shares — an estimated $598K sold.

B. Riley Wealth Advisors first reported a position in PEG in Q2 2013 and held it in 47 quarters. The position peaked at $2.63M in Q2 2023. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,448 Public Service Enterprise Group shares in Q1 2026, an estimated $598K.
  • B. Riley Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 47 quarters.
  • B. Riley Wealth Advisors's Public Service Enterprise Group position peaked at $2.63M in Q2 2023.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.