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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
Q2 		$812 Buy
+10
New +$799 ﹤0.01% 720
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
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 $3.38T AUM 44.17% 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

BOK Financial Private Wealth's PEG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 10 shares worth $812. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in PEG as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in PEG in Q4 2023 and has held it in 8 quarters since. The position peaked at $30.4K in Q1 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • BOK Financial Private Wealth held 10 shares of Public Service Enterprise Group worth $812 as of Q2 2026.
  • Public Service Enterprise Group was a new BOK Financial Private Wealth position in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #720 holding.
  • BOK Financial Private Wealth first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 8 quarters since.
  • BOK Financial Private Wealth's Public Service Enterprise Group position peaked at $30.4K in Q1 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.