Badgley Phelps Wealth Managers’s Public Service Enterprise Group PEG Stock Holding History

Badgley Phelps Wealth Managers’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	$8.78M	Buy	108,516 +9,199	+9%	+$754K	0.17%	109
2025 Q4	$7.98M	Sell	99,317 -21,574	-18%	-$1.76M	0.15%	120
2025 Q3	$10.1M	Sell	120,891 -4	-0%	-$336	0.21%	105
2025 Q2	$10.2M	Buy	120,895 +6,250	+5%	+$504K	0.23%	107
2025 Q1	$9.44M	Buy	114,645 +27,901	+32%	+$2.33M	0.23%	109
2024 Q4	$7.33M	Buy	86,744 +82,892	+2,152%	+$7.34M	0.17%	114
2024 Q3	$344K	Buy	+3,852	New	+$307K	0.01%	235
2022 Q1	–	Sell	-3,082	Closed	-$206K	–	222
2021 Q4	$206K	Buy	+3,082	New	+$195K	0.01%	206

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Badgley Phelps Wealth Managers's PEG Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Public Service Enterprise Group (PEG) stake by 9.3% in Q1 2026, buying an estimated $754K and bringing the position to 108,516 shares worth $8.78M. The position accounts for 0.17% of the portfolio, ranked #109.

Badgley Phelps Wealth Managers first reported a position in PEG in Q4 2021 and has held it in 8 quarters since. The position peaked at $10.2M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Badgley Phelps Wealth Managers held 108,516 shares of Public Service Enterprise Group worth $8.78M as of Q1 2026.
Badgley Phelps Wealth Managers bought 9,199 Public Service Enterprise Group shares in Q1 2026, an estimated $754K.
Public Service Enterprise Group made up 0.17% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #109 holding.
Badgley Phelps Wealth Managers first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 8 quarters since.
Badgley Phelps Wealth Managers's Public Service Enterprise Group position peaked at $10.2M in Q2 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.