Concord Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Concord Wealth Partners’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	-300	Closed	-$24.1K	–	621
2025 Q4	$24.1K	Hold	300	–	–	﹤0.01%	422
2025 Q3	$25K	Hold	300	–	–	﹤0.01%	432
2025 Q2	$25.3K	Hold	300	–	–	﹤0.01%	438
2025 Q1	$24.7K	Hold	300	–	–	﹤0.01%	411
2024 Q4	$25.3K	Hold	300	–	–	﹤0.01%	422
2024 Q3	$26.8K	Hold	300	–	–	﹤0.01%	428
2024 Q2	$22.1K	Hold	300	–	–	﹤0.01%	413
2024 Q1	$20K	Sell	300 -100	-25%	-$6.12K	﹤0.01%	487
2023 Q4	$24.5K	Hold	400	–	–	﹤0.01%	451
2023 Q3	$22.8K	Hold	400	–	–	﹤0.01%	489
2023 Q2	$25K	Hold	400	–	–	0.01%	470
2023 Q1	$25K	Hold	400	–	–	0.01%	455
2022 Q4	$24.5K	Buy	+400	New	+$23.2K	0.01%	493
2022 Q3	–	Sell	-400	Closed	-$25K	–	840
2022 Q2	$25K	Hold	400	–	–	0.01%	500
2022 Q1	$28K	Hold	400	–	–	0.01%	562
2021 Q4	$27K	Hold	400	–	–	0.01%	577
2021 Q3	$24K	Hold	400	–	–	0.01%	351
2021 Q2	$24K	Sell	400 -12	-3%	-$741	0.01%	470
2021 Q1	$25K	Buy	412 +3	+0.7%	+$173	0.01%	441
2020 Q4	$24K	Buy	+409	New	+$23.8K	0.02%	289

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Concord Wealth Partners's PEG Position: Q1 2026 in Review

Concord Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 300 shares — an estimated $24.1K sold.

Concord Wealth Partners first reported a position in PEG in Q4 2020 and held it in 20 quarters. The position peaked at $28K in Q1 2022. 1,291 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Concord Wealth Partners reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 300 Public Service Enterprise Group shares in Q1 2026, an estimated $24.1K.
Concord Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Public Service Enterprise Group position peaked at $28K in Q1 2022.
1,291 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.