EWM
PEG icon

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

EPG 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 		$932K Sell
11,480
-1,965
-15% -$157K 0.22% 109
2026
Q1 		$1.09M Buy
13,445
+461
+4% +$37.8K 0.3% 92
2025
Q4 		$1.04M Buy
12,984
+546
+4% +$44.5K 0.28% 96
2025
Q3 		$1.04M Buy
12,438
+237
+2% +$19.9K 0.29% 98
2025
Q2 		$1.03M Buy
12,201
+105
+0.9% +$8.47K 0.31% 95
2025
Q1 		$995K Buy
12,096
+306
+3% +$25.5K 0.28% 106
2024
Q4 		$996K Sell
11,790
-108
-0.9% -$9.56K 0.26% 105
2024
Q3 		$1.06M Buy
+11,898
New +$950K 0.27% 106
2024
Q2 		– Sell
-13,305
Closed -$945K – 108
2024
Q1 		$888K Buy
13,305
+164
+1% +$10K 0.22% 121
2023
Q4 		$769K Buy
13,141
+644
+5% +$39.6K 0.2% 127
2023
Q3 		$711K Sell
12,497
-1,177
-9% -$72.3K 0.21% 117
2023
Q2 		$856K Sell
13,674
-99
-0.7% -$6.18K 0.25% 101
2023
Q1 		$860K Buy
13,773
+6,315
+85% +$383K 0.27% 89
2022
Q4 		$457K Buy
7,458
+425
+6% +$24.7K 0.17% 110
2022
Q3 		$395K Buy
7,033
+748
+12% +$48.2K 0.16% 126
2022
Q2 		$398K Buy
6,285
+93
+2% +$6.32K 0.17% 122
2022
Q1 		$433K Buy
6,192
+915
+17% +$60.6K 0.15% 129
2021
Q4 		$352K Buy
5,277
+298
+6% +$18.9K 0.12% 148
2021
Q3 		$303K Buy
4,979
+312
+7% +$19.5K 0.12% 157
2021
Q2 		$279K Buy
4,667
+843
+22% +$52.1K 0.12% 159
2021
Q1 		$230K Buy
+3,824
New +$221K 0.11% 167
2020
Q2 		– Sell
-1,777
Closed -$80K – 584
2020
Q1 		$80K Buy
1,777
+83
+5% +$4.48K 0.06% 208
2019
Q4 		$100K Buy
+1,694
New +$103K 0.07% 152

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

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

EPG Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 15% in Q2 2026, selling an estimated $157K and leaving 11,480 shares worth $932K. The position accounts for 0.22% of the portfolio, ranked #109.

EPG Wealth Management first reported a position in PEG in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • EPG Wealth Management held 11,480 shares of Public Service Enterprise Group worth $932K as of Q2 2026.
  • EPG Wealth Management sold 1,965 Public Service Enterprise Group shares in Q2 2026, an estimated $157K.
  • Public Service Enterprise Group made up 0.22% of EPG Wealth Management's portfolio in Q2 2026, its #109 holding.
  • EPG Wealth Management first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 23 quarters since.
  • EPG Wealth Management's Public Service Enterprise Group position peaked at $1.09M in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.