Bernardo Wealth Planning’s Public Service Enterprise Group PEG Stock Holding History

Bernardo Wealth Planning’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	$228K	Sell	2,807 -13	-0.5%	-$1.04K	0.04%	129
2026 Q1	$228K	Sell	2,820 -1	-0%	-$82	0.04%	117
2025 Q4	$227K	Buy	2,821 +18	+0.6%	+$1.47K	0.04%	118
2025 Q3	$234K	Buy	2,803 +15	+0.5%	+$1.26K	0.05%	111
2025 Q2	$235K	Buy	2,788 +12	+0.4%	+$968	0.05%	108
2025 Q1	$228K	Buy	2,776 +11	+0.4%	+$918	0.05%	104
2024 Q4	$233K	Buy	2,765 +5	+0.2%	+$443	0.06%	101
2024 Q3	$248K	Hold	2,760	–	–	0.06%	98
2024 Q2	$203K	Buy	+2,760	New	+$196K	0.05%	99
2022 Q2	–	Sell	-2,871	Closed	-$200K	–	92
2022 Q1	$200K	Buy	+2,871	New	+$190K	0.1%	85

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

Bernardo Wealth Planning's PEG Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Public Service Enterprise Group (PEG) stake by 0.46% in Q2 2026, selling an estimated $1.04K and leaving 2,807 shares worth $228K. The position accounts for 0.04% of the portfolio, ranked #129.

Bernardo Wealth Planning first reported a position in PEG in Q1 2022 and has held it in 10 quarters since. The position peaked at $248K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Bernardo Wealth Planning held 2,807 shares of Public Service Enterprise Group worth $228K as of Q2 2026.
Bernardo Wealth Planning sold 13 Public Service Enterprise Group shares in Q2 2026, an estimated $1.04K.
Public Service Enterprise Group made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #129 holding.
Bernardo Wealth Planning first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 10 quarters since.
Bernardo Wealth Planning's Public Service Enterprise Group position peaked at $248K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.