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Bogart Wealth LLC’s Public Service Enterprise Group PEG Stock Holding History

Bogart Wealth LLC’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 		$326K Buy
4,031
+18
+0.4% +$1.48K 0.01% 209
2025
Q4 		$322K Buy
4,013
+22
+0.6% +$1.79K 0.01% 203
2025
Q3 		$333K Buy
3,991
+3,220
+418% +$270K 0.01% 193
2025
Q2 		$64.9K Hold
771
– – ﹤0.01% 404
2025
Q1 		$63.5K Buy
771
+6
+0.8% +$501 ﹤0.01% 380
2024
Q4 		$64.6K Hold
765
– – ﹤0.01% 364
2024
Q3 		$68.2K Hold
765
– – ﹤0.01% 354
2024
Q2 		$56.4K Hold
765
– – ﹤0.01% 386
2024
Q1 		$51.1K Hold
765
– – ﹤0.01% 380
2023
Q4 		$46.8K Buy
+765
New +$47K ﹤0.01% 384
2023
Q1 		– Sell
-11
Closed -$674 – 1179
2022
Q4 		$674 Buy
+11
New +$639 ﹤0.01% 891

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

Bogart Wealth LLC's PEG Position: Q1 2026 in Review

Bogart Wealth LLC increased its Public Service Enterprise Group (PEG) stake by 0.45% in Q1 2026, buying an estimated $1.48K and bringing the position to 4,031 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #209.

Bogart Wealth LLC first reported a position in PEG in Q4 2022 and has held it in 11 quarters since. The position peaked at $333K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Bogart Wealth LLC held 4,031 shares of Public Service Enterprise Group worth $326K as of Q1 2026.
  • Bogart Wealth LLC bought 18 Public Service Enterprise Group shares in Q1 2026, an estimated $1.48K.
  • Public Service Enterprise Group made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #209 holding.
  • Bogart Wealth LLC first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 11 quarters since.
  • Bogart Wealth LLC's Public Service Enterprise Group position peaked at $333K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.