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

EP 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 		$770K Buy
9,487
+3,881
+69% +$310K ﹤0.01% 845
2026
Q1 		$454K Sell
5,606
-756
-12% -$62K ﹤0.01% 944
2025
Q4 		$511K Buy
+6,362
New +$519K ﹤0.01% 870
2025
Q2 		$590K Buy
7,009
+2,357
+51% +$190K ﹤0.01% 726
2025
Q1 		$383K Buy
4,652
+1,226
+36% +$102K ﹤0.01% 804
2024
Q4 		$289K Sell
3,426
-56
-2% -$4.96K ﹤0.01% 887
2024
Q3 		$311K Buy
3,482
+226
+7% +$18K ﹤0.01% 843
2024
Q2 		$240K Sell
3,256
-293
-8% -$20.8K ﹤0.01% 714
2024
Q1 		$237K Sell
3,549
-1,493
-30% -$91.4K ﹤0.01% 695
2023
Q4 		$308K Buy
5,042
+71
+1% +$4.36K ﹤0.01% 608
2023
Q3 		$283K Sell
4,971
-11,629
-70% -$714K ﹤0.01% 571
2023
Q2 		$314K Buy
16,600
+6,393
+63% +$399K ﹤0.01% 556
2023
Q1 		$62.8K Buy
+10,207
New +$618K ﹤0.01% 602

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

EP Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 69% in Q2 2026, buying an estimated $310K and bringing the position to 9,487 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

EP Wealth Advisors first reported a position in PEG in Q1 2023 and has held it in 13 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • EP Wealth Advisors held 9,487 shares of Public Service Enterprise Group worth $770K as of Q2 2026.
  • EP Wealth Advisors bought 3,881 Public Service Enterprise Group shares in Q2 2026, an estimated $310K.
  • Public Service Enterprise Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #845 holding.
  • EP Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 13 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.