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

Dogwood 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 		$3.33K Sell
41
-2,556
-98% -$204K ﹤0.01% 579
2026
Q1 		$210K Sell
2,597
-566
-18% -$46.4K 0.09% 86
2025
Q4 		$254K Buy
3,163
+3,156
+45,086% +$257K 0.11% 86
2025
Q3 		$584 Buy
+7
New +$587 ﹤0.01% 637
2024
Q3 		– Hold
0
– – – 307
2024
Q2 		– Hold
0
– – – 360
2024
Q1 		– Hold
0
– – – 400
2023
Q4 		– Hold
0
– – – 371

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 98% in Q2 2026, selling an estimated $204K and leaving 41 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Dogwood Wealth Management first reported a position in PEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Dogwood Wealth Management held 41 shares of Public Service Enterprise Group worth $3.33K as of Q2 2026.
  • Dogwood Wealth Management sold 2,556 Public Service Enterprise Group shares in Q2 2026, an estimated $204K.
  • Public Service Enterprise Group made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Dogwood Wealth Management first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Public Service Enterprise Group position peaked at $254K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.