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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
Q2 		$733K Buy
9,648
+3,877
+67% +$310K 0.04% 247
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
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 $3.38T AUM 44.17% 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

Evergreen Wealth Solutions's PEG Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Public Service Enterprise Group (PEG) stake by 67% in Q2 2026, buying an estimated $310K and bringing the position to 9,648 shares worth $733K. The position accounts for 0.04% of the portfolio, ranked #247.

Evergreen Wealth Solutions first reported a position in PEG in Q4 2021 and has held it in 14 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Evergreen Wealth Solutions held 9,648 shares of Public Service Enterprise Group worth $733K as of Q2 2026.
  • Evergreen Wealth Solutions bought 3,877 Public Service Enterprise Group shares in Q2 2026, an estimated $310K.
  • Public Service Enterprise Group made up 0.04% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #247 holding.
  • Evergreen Wealth Solutions first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 14 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.