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Bartlett & Co Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Bartlett & Co Wealth Management’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 		$21.5K Buy
267
+13
+5% +$1.07K ﹤0.01% 811
2025
Q4 		$20.4K Buy
254
+20
+9% +$1.63K ﹤0.01% 820
2025
Q3 		$19.5K Buy
234
+31
+15% +$2.6K ﹤0.01% 823
2025
Q2 		$17.1K Sell
203
-1
-0.5% -$81 ﹤0.01% 841
2025
Q1 		$16.8K Buy
204
+3
+1% +$250 ﹤0.01% 841
2024
Q4 		$17K Hold
201
– – ﹤0.01% 831
2024
Q3 		$17.9K Hold
201
– – ﹤0.01% 832
2024
Q2 		$14.8K Hold
201
– – ﹤0.01% 864
2024
Q1 		$13.4K Sell
201
-484
-71% -$29.6K ﹤0.01% 881
2023
Q4 		$42.1K Buy
685
+500
+270% +$30.7K ﹤0.01% 739
2023
Q3 		$10.5K Hold
185
– – ﹤0.01% 922
2023
Q2 		$11.6K Buy
185
+150
+429% +$9.37K ﹤0.01% 908
2023
Q1 		$2.19K Hold
35
– – ﹤0.01% 974
2022
Q4 		$2.14K Hold
35
– – ﹤0.01% 1011
2022
Q3 		$1.97K Hold
35
– – ﹤0.01% 1056
2022
Q2 		$2.21K Hold
35
– – ﹤0.01% 1167
2022
Q1 		$2.45K Buy
+35
New +$2.32K ﹤0.01% 984
2021
Q2 		– Sell
-250
Closed -$15.1K – 1090
2021
Q1 		$15.1K Hold
250
– – ﹤0.01% 694
2020
Q4 		$14.6K Hold
250
– – ﹤0.01% 698
2020
Q3 		$13.7K Hold
250
– – ﹤0.01% 657
2020
Q2 		$12.3K Hold
250
– – ﹤0.01% 660
2020
Q1 		$11.2K Hold
250
– – ﹤0.01% 646
2019
Q4 		$14.8K Hold
250
– – ﹤0.01% 688
2019
Q3 		$15.5K Buy
+250
New +$14.9K ﹤0.01% 691

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

Bartlett & Co Wealth Management's PEG Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Public Service Enterprise Group (PEG) stake by 5.1% in Q1 2026, buying an estimated $1.07K and bringing the position to 267 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Bartlett & Co Wealth Management first reported a position in PEG in Q3 2019 and has held it in 24 quarters since. The position peaked at $42.1K in Q4 2023. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Bartlett & Co Wealth Management held 267 shares of Public Service Enterprise Group worth $21.5K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 13 Public Service Enterprise Group shares in Q1 2026, an estimated $1.07K.
  • Public Service Enterprise Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #811 holding.
  • Bartlett & Co Wealth Management first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 24 quarters since.
  • Bartlett & Co Wealth Management's Public Service Enterprise Group position peaked at $42.1K in Q4 2023.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.