BOK Financial Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

BOK Financial Private Wealth’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	–	Sell	-222	Closed	-$17.8K	–	498
2025 Q4	$17.8K	Buy	+222	New	+$18.1K	﹤0.01%	362
2025 Q2	–	Sell	-369	Closed	-$30.4K	–	478
2025 Q1	$30.4K	Buy	369 +221	+149%	+$18.4K	﹤0.01%	301
2024 Q4	$12.5K	Buy	148 +40	+37%	+$3.54K	﹤0.01%	354
2024 Q3	$9.65K	Hold	108	–	–	﹤0.01%	394
2024 Q2	$7.97K	Hold	108	–	–	﹤0.01%	381
2024 Q1	$7.22K	Hold	108	–	–	﹤0.01%	381
2023 Q4	$6.61K	Buy	+108	New	+$6.64K	﹤0.01%	389

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BOK Financial Private Wealth's PEG Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 222 shares — an estimated $17.8K sold.

BOK Financial Private Wealth first reported a position in PEG in Q4 2023 and held it in 7 quarters. The position peaked at $30.4K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

BOK Financial Private Wealth reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
BOK Financial Private Wealth sold 222 Public Service Enterprise Group shares in Q1 2026, an estimated $17.8K.
BOK Financial Private Wealth first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 7 quarters.
BOK Financial Private Wealth's Public Service Enterprise Group position peaked at $30.4K in Q1 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.