Buckley Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Buckley 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	–	Sell	-2,661	Closed	-$215K	–	111
2026 Q1	$215K	Buy	+2,661	New	+$218K	0.06%	102
2023 Q3	–	Sell	-4,828	Closed	-$302K	–	119
2023 Q2	$302K	Buy	+4,828	New	+$301K	0.1%	100
2022 Q3	–	Sell	-4,972	Closed	-$315K	–	132
2022 Q2	$315K	Sell	4,972 -1,822	-27%	-$124K	0.1%	113
2022 Q1	$476K	Buy	6,794 +3,391	+100%	+$224K	0.13%	98
2021 Q4	$227K	Hold	3,403	–	–	0.07%	120
2021 Q3	$207K	Buy	+3,403	New	+$213K	0.07%	126
2020 Q3	–	Sell	-6,054	Closed	-$298K	–	121
2020 Q2	$298K	Sell	6,054 -199	-3%	-$9.92K	0.14%	103
2020 Q1	$281K	Buy	+6,253	New	+$338K	0.15%	98

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 $3.38T AUM 44.17% 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

Buckley Wealth Management's PEG Position: Q2 2026 in Review

Buckley Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 2,661 shares — an estimated $215K sold.

Buckley Wealth Management first reported a position in PEG in Q1 2020 and held it in 8 quarters. The position peaked at $476K in Q1 2022. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Buckley Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Buckley Wealth Management sold 2,661 Public Service Enterprise Group shares in Q2 2026, an estimated $215K.
Buckley Wealth Management first reported a position in Public Service Enterprise Group in Q1 2020 and held it in 8 quarters.
Buckley Wealth Management's Public Service Enterprise Group position peaked at $476K in Q1 2022.
1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.