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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
Q2 		$19.6K Sell
241
-26
-10% -$2.08K ﹤0.01% 891
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 $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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bartlett & Co Wealth Management's PEG Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 9.7% in Q2 2026, selling an estimated $2.08K and leaving 241 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Bartlett & Co Wealth Management first reported a position in PEG in Q3 2019 and has held it in 25 quarters since. The position peaked at $42.1K in Q4 2023. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Bartlett & Co Wealth Management held 241 shares of Public Service Enterprise Group worth $19.6K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 26 Public Service Enterprise Group shares in Q2 2026, an estimated $2.08K.
  • Public Service Enterprise Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #891 holding.
  • Bartlett & Co Wealth Management first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's Public Service Enterprise Group position peaked at $42.1K in Q4 2023.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.