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
2025
Q2 		– Sell
-8,982
Closed -$739K – 1290
2025
Q1 		$739K Buy
+8,982
New +$749K 0.02% 606

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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 48 quarters. The position peaked at $2.63M in Q2 2023. 1,291 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 48 quarters.
  • B. Riley Wealth Advisors's Public Service Enterprise Group position peaked at $2.63M in Q2 2023.
  • 1,291 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.