Evergreen Wealth Solutions’s Public Service Enterprise Group PEG Stock Holding History

Evergreen Wealth Solutions’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	$467K	Buy	+5,771	New	+$473K	0.03%	259
2024 Q4	–	Sell	-6,862	Closed	-$612K	–	112
2024 Q3	$612K	Sell	6,862 -2,235	-25%	-$178K	0.42%	47
2024 Q2	$670K	Sell	9,097 -600	-6%	-$42.6K	0.48%	43
2024 Q1	$648K	Buy	9,697 +159	+2%	+$9.74K	0.48%	48
2023 Q4	$583K	Buy	9,538 +537	+6%	+$33K	0.5%	47
2023 Q3	$512K	Sell	9,001 -259	-3%	-$15.9K	0.52%	57
2023 Q2	$580K	Buy	9,260 +707	+8%	+$44.1K	0.58%	53
2023 Q1	$534K	Buy	8,553 +874	+11%	+$52.9K	0.62%	51
2022 Q4	$471K	Buy	7,679 +360	+5%	+$20.9K	0.62%	53
2022 Q3	$412K	Buy	7,319 +1,535	+27%	+$98.8K	0.58%	55
2022 Q2	$366K	Buy	5,784 +195	+3%	+$13.3K	0.45%	71
2022 Q1	$391K	Sell	5,589 -234	-4%	-$15.5K	0.38%	63
2021 Q4	$389K	Buy	+5,823	New	+$368K	0.35%	61

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Evergreen Wealth Solutions's PEG Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Public Service Enterprise Group (PEG) in Q1 2026: 5,771 shares worth $467K. The stake represents 0.03% of the portfolio and ranks #259 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in PEG as recently as Q3 2024.

Evergreen Wealth Solutions first reported a position in PEG in Q4 2021 and has held it in 13 quarters since. The position peaked at $670K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Evergreen Wealth Solutions held 5,771 shares of Public Service Enterprise Group worth $467K as of Q1 2026.
Public Service Enterprise Group was a new Evergreen Wealth Solutions position in Q1 2026.
Public Service Enterprise Group made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #259 holding.
Evergreen Wealth Solutions first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 13 quarters since.
Evergreen Wealth Solutions's Public Service Enterprise Group position peaked at $670K in Q2 2024.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.