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

EverSource 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 		$312K Buy
3,848
+1,529
+66% +$122K 0.01% 780
2026
Q1 		$188K Sell
2,319
-448
-16% -$36.7K 0.01% 1092
2025
Q4 		$222K Sell
2,767
-417
-13% -$34K 0.01% 898
2025
Q3 		$266K Buy
3,184
+93
+3% +$7.8K 0.01% 777
2025
Q2 		$260K Sell
3,091
-81
-3% -$6.53K 0.01% 740
2025
Q1 		$261K Buy
3,172
+678
+27% +$56.6K 0.01% 571
2024
Q4 		$211K Buy
2,494
+881
+55% +$78K 0.01% 633
2024
Q3 		$144K Buy
1,613
+311
+24% +$24.8K 0.01% 667
2024
Q2 		$104K Buy
1,302
+19
+1% +$1.35K 0.01% 780
2024
Q1 		$88.6K Buy
1,283
+432
+51% +$26.5K 0.01% 755
2023
Q4 		$52K Sell
851
-64
-7% -$3.93K ﹤0.01% 884
2023
Q3 		$52.1K Sell
915
-237
-21% -$14.6K 0.01% 790
2023
Q2 		$72.1K Sell
1,152
-35
-3% -$2.19K 0.01% 698
2023
Q1 		$74.1K Buy
1,187
+145
+14% +$8.78K 0.01% 646
2022
Q4 		$63.8K Buy
1,042
+90
+9% +$5.22K 0.01% 648
2022
Q3 		$54K Buy
952
+311
+49% +$20K 0.01% 616
2022
Q2 		$41K Buy
641
+46
+8% +$3.13K 0.01% 671
2022
Q1 		$42K Sell
595
-97
-14% -$6.42K 0.01% 500
2021
Q4 		$45K Buy
+692
New +$43.8K 0.01% 448

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

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

EverSource Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 66% in Q2 2026, buying an estimated $122K and bringing the position to 3,848 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #780.

EverSource Wealth Advisors first reported a position in PEG in Q4 2021 and has held it in 19 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • EverSource Wealth Advisors held 3,848 shares of Public Service Enterprise Group worth $312K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,529 Public Service Enterprise Group shares in Q2 2026, an estimated $122K.
  • Public Service Enterprise Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #780 holding.
  • EverSource Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 19 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.