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

Exencial 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
Q1 		$376K Sell
4,640
-745
-14% -$61.1K 0.01% 447
2025
Q4 		$432K Buy
5,385
+458
+9% +$37.4K 0.01% 420
2025
Q3 		$411K Sell
4,927
-140
-3% -$11.7K 0.01% 410
2025
Q2 		$427K Sell
5,067
-454
-8% -$36.6K 0.02% 389
2025
Q1 		$454K Buy
5,521
+35
+0.6% +$2.92K 0.02% 377
2024
Q4 		$464K Buy
5,486
+45
+0.8% +$3.98K 0.02% 378
2024
Q3 		$485K Buy
5,441
+22
+0.4% +$1.76K 0.02% 363
2024
Q2 		$399K Sell
5,419
-85
-2% -$6.04K 0.02% 391
2024
Q1 		$368K Sell
5,504
-168
-3% -$10.3K 0.01% 412
2023
Q4 		$347K Buy
+5,672
New +$349K 0.01% 406
2014
Q3 		– Sell
-16,177
Closed -$625K – 148
2014
Q2 		$625K Sell
16,177
-3,294
-17% -$128K 0.27% 92
2014
Q1 		$771K Sell
19,471
-8,916
-31% -$308K 0.32% 85
2013
Q4 		$920K Sell
28,387
-3,700
-12% -$122K 0.42% 68
2013
Q3 		$1.08M Sell
32,087
-2,781
-8% -$92K 0.51% 66
2013
Q2 		$1.17M Buy
+34,868
New +$1.19M 0.58% 59

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Exencial Wealth Advisors's PEG Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 14% in Q1 2026, selling an estimated $61.1K and leaving 4,640 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #447.

Exencial Wealth Advisors first reported a position in PEG in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.17M in Q2 2013. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Exencial Wealth Advisors held 4,640 shares of Public Service Enterprise Group worth $376K as of Q1 2026.
  • Exencial Wealth Advisors sold 745 Public Service Enterprise Group shares in Q1 2026, an estimated $61.1K.
  • Public Service Enterprise Group made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #447 holding.
  • Exencial Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 15 quarters since.
  • Exencial Wealth Advisors's Public Service Enterprise Group position peaked at $1.17M in Q2 2013.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.