EPW
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Evolve Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Evolve Private Wealth’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 		$306K Sell
3,776
-471
-11% -$37.6K 0.02% 712
2026
Q1 		$344K Buy
4,247
+42
+1% +$3.44K 0.02% 721
2025
Q4 		$338K Buy
+4,205
New +$343K 0.02% 682

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

Evolve Private Wealth's PEG Position: Q2 2026 in Review

Evolve Private Wealth reduced its Public Service Enterprise Group (PEG) stake by 11% in Q2 2026, selling an estimated $37.6K and leaving 3,776 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #712.

Evolve Private Wealth first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $344K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Evolve Private Wealth held 3,776 shares of Public Service Enterprise Group worth $306K as of Q2 2026.
  • Evolve Private Wealth sold 471 Public Service Enterprise Group shares in Q2 2026, an estimated $37.6K.
  • Public Service Enterprise Group made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #712 holding.
  • Evolve Private Wealth first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Public Service Enterprise Group position peaked at $344K in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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