Carolina Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Carolina Wealth Advisors’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	$73K	Hold	900	–	–	0.03%	103
2026 Q1	$72.9K	Hold	900	–	–	0.03%	105
2025 Q4	$72.3K	Hold	900	–	–	0.03%	95
2025 Q3	$75.1K	Hold	900	–	–	0.03%	90
2025 Q2	$75.8K	Hold	900	–	–	0.04%	85
2025 Q1	$74.1K	Hold	900	–	–	0.04%	79
2024 Q4	$76K	Hold	900	–	–	0.04%	87
2024 Q3	$80.3K	Hold	900	–	–	0.04%	85
2024 Q2	$66.3K	Hold	900	–	–	0.03%	88
2024 Q1	$60.1K	Hold	900	–	–	0.03%	102
2023 Q4	$55K	Hold	900	–	–	0.03%	112
2023 Q3	$51.2K	Hold	900	–	–	0.03%	125
2023 Q2	$56.3K	Hold	900	–	–	0.03%	99
2023 Q1	$56.2K	Hold	900	–	–	0.03%	105
2022 Q4	$55K	Hold	900	–	–	0.03%	96
2022 Q3	$51K	Hold	900	–	–	0.04%	97
2022 Q2	$57K	Hold	900	–	–	0.04%	111
2022 Q1	$63K	Hold	900	–	–	0.04%	118
2021 Q4	$60K	Hold	900	–	–	0.03%	130
2021 Q3	$55K	Hold	900	–	–	0.04%	126
2021 Q2	$54K	Hold	900	–	–	0.04%	131
2021 Q1	$54K	Hold	900	–	–	0.04%	132
2020 Q4	$52K	Hold	900	–	–	0.04%	73
2020 Q3	$49K	Buy	+900	New	+$47.7K	0.04%	65

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

Carolina Wealth Advisors's PEG Position: Q2 2026 in Review

Carolina Wealth Advisors held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 900 shares worth $73K. The position accounts for 0.03% of the portfolio, ranked #103.

Carolina Wealth Advisors first reported a position in PEG in Q3 2020 and has held it in 24 quarters since. The position peaked at $80.3K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Carolina Wealth Advisors held 900 shares of Public Service Enterprise Group worth $73K as of Q2 2026.
Carolina Wealth Advisors left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.03% of Carolina Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Carolina Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's Public Service Enterprise Group position peaked at $80.3K in Q3 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.