EWM
PEG icon

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

Edge 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 		$9.75M Buy
120,107
+385
+0.3% +$30.8K 1.64% 20
2026
Q1 		$9.69M Buy
119,722
+260
+0.2% +$21.3K 1.66% 22
2025
Q4 		$9.59M Sell
119,462
-999
-0.8% -$81.5K 1.69% 21
2025
Q3 		$10.1M Buy
120,461
+652
+0.5% +$54.7K 1.78% 22
2025
Q2 		$10.1M Buy
119,809
+1,676
+1% +$135K 1.94% 20
2025
Q1 		$9.72M Buy
118,133
+2,556
+2% +$213K 1.97% 22
2024
Q4 		$9.77M Sell
115,577
-1,271
-1% -$112K 1.98% 19
2024
Q3 		$10.4M Sell
116,848
-439
-0.4% -$35K 2.09% 21
2024
Q2 		$8.64M Sell
117,287
-3,139
-3% -$223K 1.82% 21
2024
Q1 		$8.04M Buy
120,426
+1,068
+0.9% +$65.4K 1.69% 22
2023
Q4 		$7.3M Buy
119,358
+750
+0.6% +$46.1K 1.6% 24
2023
Q3 		$6.75M Buy
118,608
+4,205
+4% +$258K 1.58% 23
2023
Q2 		$7.16M Buy
114,403
+5,811
+5% +$363K 1.56% 24
2023
Q1 		$6.78M Sell
108,592
-2,219
-2% -$134K 1.56% 24
2022
Q4 		$6.74M Sell
110,811
-15,910
-13% -$924K 1.57% 23
2022
Q3 		$7.15M Buy
126,721
+3,073
+2% +$198K 1.58% 24
2022
Q2 		$7.82M Sell
123,648
-516
-0.4% -$35.1K 1.69% 23
2022
Q1 		$8.69M Buy
124,164
+1,311
+1% +$86.8K 1.71% 24
2021
Q4 		$8.2M Buy
122,853
+2,302
+2% +$146K 1.5% 24
2021
Q3 		$7.34M Buy
120,551
+7,833
+7% +$489K 1.43% 24
2021
Q2 		$6.72M Buy
112,718
+604
+0.5% +$37.3K 1.37% 24
2021
Q1 		$6.75M Sell
112,114
-33,668
-23% -$1.94M 1.43% 27
2020
Q4 		$8.45M Buy
145,782
+37,898
+35% +$2.21M 1.92% 19
2020
Q3 		$5.92M Buy
+107,884
New +$5.71M 1.36% 28

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

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

Edge Wealth Management increased its Public Service Enterprise Group (PEG) stake by 0.32% in Q2 2026, buying an estimated $30.8K and bringing the position to 120,107 shares worth $9.75M. The position accounts for 1.64% of the portfolio, ranked #20.

Edge Wealth Management first reported a position in PEG in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.4M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Edge Wealth Management held 120,107 shares of Public Service Enterprise Group worth $9.75M as of Q2 2026.
  • Edge Wealth Management bought 385 Public Service Enterprise Group shares in Q2 2026, an estimated $30.8K.
  • Public Service Enterprise Group made up 1.64% of Edge Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Edge Wealth Management first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 24 quarters since.
  • Edge Wealth Management's Public Service Enterprise Group position peaked at $10.4M in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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