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

Cerro Pacific 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	$738K	Buy	9,087 +294	+3%	+$23.5K	0.17%	88
2026 Q1	$712K	Sell	8,793 -739	-8%	-$60.6K	0.19%	84
2025 Q4	$765K	Sell	9,532 -130	-1%	-$10.6K	0.21%	79
2025 Q3	$806K	Sell	9,662 -3,016	-24%	-$253K	0.22%	74
2025 Q2	$1.07M	Buy	12,678 +427	+3%	+$34.4K	0.3%	66
2025 Q1	$1.04M	Hold	12,251	–	–	0.34%	64
2024 Q4	$1.09M	Sell	12,251 -466	-4%	-$41.2K	0.36%	63
2024 Q3	$937K	Hold	12,717	–	–	0.35%	65
2024 Q2	$937K	Buy	+12,717	New	+$904K	0.36%	66
2023 Q1	$640K	Buy	10,244 +4,587	+81%	+$278K	0.35%	72
2022 Q4	$347K	Buy	+5,657	New	+$328K	0.18%	122

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

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

Cerro Pacific Wealth Advisors's PEG Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 3.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 9,087 shares worth $738K. The position accounts for 0.17% of the portfolio, ranked #88.

Cerro Pacific Wealth Advisors first reported a position in PEG in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Cerro Pacific Wealth Advisors held 9,087 shares of Public Service Enterprise Group worth $738K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 294 Public Service Enterprise Group shares in Q2 2026, an estimated $23.5K.
Public Service Enterprise Group made up 0.17% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Cerro Pacific Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 11 quarters since.
Cerro Pacific Wealth Advisors's Public Service Enterprise Group position peaked at $1.09M in Q4 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.