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 Q2	$495K	Sell	6,105 -102,411	-94%	-$8.18M	0.01%	252
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Badgley Phelps Wealth Managers's PEG Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Public Service Enterprise Group (PEG) stake by 94% in Q2 2026, selling an estimated $8.18M and leaving 6,105 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #252.

Badgley Phelps Wealth Managers first reported a position in PEG in Q4 2021 and has held it in 9 quarters since. The position peaked at $10.2M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Badgley Phelps Wealth Managers held 6,105 shares of Public Service Enterprise Group worth $495K as of Q2 2026.
Badgley Phelps Wealth Managers sold 102,411 Public Service Enterprise Group shares in Q2 2026, an estimated $8.18M.
Public Service Enterprise Group made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #252 holding.
Badgley Phelps Wealth Managers first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 9 quarters since.
Badgley Phelps Wealth Managers's Public Service Enterprise Group position peaked at $10.2M in Q2 2025.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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