Blue Bell Private Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Blue Bell Private 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	$56.4K	Hold	695	–	–	0.01%	409
2026 Q1	$56.3K	Hold	695	–	–	0.01%	401
2025 Q4	$55.8K	Hold	695	–	–	0.01%	399
2025 Q3	$58K	Hold	695	–	–	0.01%	385
2025 Q2	$58.5K	Hold	695	–	–	0.01%	371
2025 Q1	$57.2K	Hold	695	–	–	0.01%	364
2024 Q4	$58.7K	Sell	695 -31	-4%	-$2.74K	0.01%	341
2024 Q3	$64.8K	Buy	726 +26	+4%	+$2.08K	0.01%	329
2024 Q2	$51.6K	Hold	700	–	–	0.01%	349
2024 Q1	$46.8K	Buy	700 +5	+0.7%	+$306	0.01%	362
2023 Q4	$42.5K	Buy	695 +195	+39%	+$12K	0.01%	348
2023 Q3	$28.5K	Hold	500	–	–	0.01%	321
2023 Q2	$31.3K	Hold	500	–	–	0.01%	307
2023 Q1	$31.2K	Sell	500 -200	-29%	-$12.1K	0.01%	273
2022 Q4	$42.9K	Hold	700	–	–	0.01%	227
2022 Q3	$39K	Sell	700 -200	-22%	-$12.9K	0.01%	229
2022 Q2	$57K	Hold	900	–	–	0.02%	205
2022 Q1	$63K	Hold	900	–	–	0.02%	203
2021 Q4	$60K	Buy	+900	New	+$57K	0.02%	197

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Blue Bell Private Wealth Management's PEG Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 695 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #409.

Blue Bell Private Wealth Management first reported a position in PEG in Q4 2021 and has held it in 19 quarters since. The position peaked at $64.8K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Blue Bell Private Wealth Management held 695 shares of Public Service Enterprise Group worth $56.4K as of Q2 2026.
Blue Bell Private Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #409 holding.
Blue Bell Private Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's Public Service Enterprise Group position peaked at $64.8K in Q3 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.