FMWA
PEG icon

Forvis Mazars Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Forvis Mazars 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 		$3.84M Buy
47,273
+627
+1% +$50.1K 0.06% 116
2026
Q1 		$3.78M Buy
46,646
+380
+0.8% +$31.2K 0.07% 106
2025
Q4 		$3.72M Buy
46,266
+1,233
+3% +$101K 0.07% 110
2025
Q3 		$3.76M Sell
45,033
-886
-2% -$74.3K 0.07% 108
2025
Q2 		$3.87M Sell
45,919
-663
-1% -$53.5K 0.08% 104
2025
Q1 		$3.83M Buy
46,582
+2,668
+6% +$223K 0.09% 105
2024
Q4 		$3.71M Sell
43,914
-1,026
-2% -$90.8K 0.09% 110
2024
Q3 		$4.01M Sell
44,940
-576
-1% -$46K 0.09% 111
2024
Q2 		$3.35M Buy
45,516
+140
+0.3% +$9.95K 0.08% 119
2024
Q1 		$3.03M Buy
45,376
+1,208
+3% +$74K 0.08% 124
2023
Q4 		$2.7M Sell
44,168
-1,155
-3% -$71K 0.08% 129
2023
Q3 		$2.58M Sell
45,323
-16,159
-26% -$993K 0.08% 127
2023
Q2 		$3.85M Buy
61,482
+15,234
+33% +$951K 0.11% 115
2023
Q1 		$2.89M Buy
46,248
+991
+2% +$60K 0.09% 121
2022
Q4 		$2.77M Buy
45,257
+2,724
+6% +$158K 0.1% 117
2022
Q3 		$2.39M Buy
42,533
+868
+2% +$55.9K 0.1% 124
2022
Q2 		$2.64M Buy
41,665
+16,017
+62% +$1.09M 0.11% 105
2022
Q1 		$1.79M Buy
25,648
+1,260
+5% +$83.4K 0.08% 116
2021
Q4 		$1.63M Buy
24,388
+1,191
+5% +$75.4K 0.07% 119
2021
Q3 		$1.41M Buy
23,197
+1,131
+5% +$70.6K 0.06% 120
2021
Q2 		$1.32M Buy
22,066
+1,356
+7% +$83.8K 0.06% 120
2021
Q1 		$1.25M Buy
20,710
+1,864
+10% +$108K 0.06% 119
2020
Q4 		$1.1M Buy
18,846
+1,312
+7% +$76.4K 0.06% 143
2020
Q3 		$963K Buy
17,534
+2,858
+19% +$151K 0.06% 140
2020
Q2 		$721K Buy
14,676
+5,704
+64% +$284K 0.05% 156
2020
Q1 		$403K Buy
8,972
+5,421
+153% +$293K 0.03% 193
2019
Q4 		$210K Buy
+3,551
New +$215K 0.02% 275

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
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

Forvis Mazars Wealth Advisors's PEG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 1.3% in Q2 2026, buying an estimated $50.1K and bringing the position to 47,273 shares worth $3.84M. The position accounts for 0.06% of the portfolio, ranked #116.

Forvis Mazars Wealth Advisors first reported a position in PEG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.01M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 47,273 shares of Public Service Enterprise Group worth $3.84M as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 627 Public Service Enterprise Group shares in Q2 2026, an estimated $50.1K.
  • Public Service Enterprise Group made up 0.06% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 27 quarters since.
  • Forvis Mazars Wealth Advisors's Public Service Enterprise Group position peaked at $4.01M in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.