FRG Family Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

FRG Family 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	$1.13M	Sell	13,934 -3,846	-22%	-$315K	0.18%	81
2025 Q4	$1.43M	Hold	17,780	–	–	0.22%	72
2025 Q3	$1.48M	Hold	17,780	–	–	0.24%	63
2025 Q2	$1.5M	Hold	17,780	–	–	0.26%	58
2025 Q1	$1.46M	Hold	17,780	–	–	0.28%	56
2024 Q4	$1.5M	Sell	17,780 -50	-0.3%	-$4.42K	0.27%	54
2024 Q3	$1.59M	Hold	17,830	–	–	0.28%	56
2024 Q2	$1.4M	Hold	17,830	–	–	0.27%	58
2024 Q1	$1.23M	Hold	17,830	–	–	0.24%	64
2023 Q4	$1.09M	Buy	17,830 +50	+0.3%	+$3.07K	0.22%	67
2023 Q3	$1.01M	Hold	17,780	–	–	0.23%	73
2023 Q2	$1.11M	Sell	17,780 -340	-2%	-$21.2K	0.24%	66
2023 Q1	$1.13M	Hold	18,120	–	–	0.26%	68
2022 Q4	$1.11M	Buy	18,120 +500	+3%	+$29K	0.26%	72
2022 Q3	$991K	Hold	17,620	–	–	0.24%	70
2022 Q2	$1.11M	Hold	17,620	–	–	0.26%	65
2022 Q1	$1.23M	Hold	17,620	–	–	0.24%	66
2021 Q4	$1.18M	Hold	17,620	–	–	0.22%	65
2021 Q3	$1.07M	Sell	17,620 -1,000	-5%	-$62.4K	0.21%	69
2021 Q2	$1.11M	Hold	18,620	–	–	0.21%	71
2021 Q1	$1.12M	Sell	18,620 -1,274	-6%	-$73.5K	0.23%	67
2020 Q4	$1.16M	Hold	19,894	–	–	0.25%	65
2020 Q3	$1.09M	Hold	19,894	–	–	0.27%	63
2020 Q2	$978K	Hold	19,894	–	–	0.26%	63
2020 Q1	$893K	Sell	19,894 -842	-4%	-$45.5K	0.27%	62
2019 Q4	$1.22M	Sell	20,736 -575	-3%	-$34.9K	0.3%	65
2019 Q3	$1.32M	Hold	21,311	–	–	0.34%	63
2019 Q2	$1.25M	Hold	21,311	–	–	0.33%	66
2019 Q1	$1.27M	Hold	21,311	–	–	0.36%	69
2018 Q4	$1.11M	Sell	21,311 -903	-4%	-$48.6K	0.36%	71
2018 Q3	$1.17M	Sell	22,214 -1,179	-5%	-$61.6K	0.32%	79
2018 Q2	$1.27M	Sell	23,393 -1,982	-8%	-$102K	0.38%	71
2018 Q1	$1.27M	Sell	25,375 -258	-1%	-$12.7K	0.42%	73
2017 Q4	$1.32M	Sell	25,633 -519	-2%	-$26.2K	0.43%	73
2017 Q3	$1.21M	Buy	26,152 +169	+0.7%	+$7.65K	0.42%	74
2017 Q2	$1.12M	Buy	25,983 +75	+0.3%	+$3.31K	0.41%	75
2017 Q1	$1.14M	Hold	25,908	–	–	0.44%	71
2016 Q4	$1.14M	Hold	25,908	–	–	0.48%	65
2016 Q3	$1.08M	Sell	25,908 -160	-0.6%	-$7.05K	0.49%	67
2016 Q2	$1.22M	Hold	26,068	–	–	0.55%	65
2016 Q1	$1.21M	Sell	26,068 -520	-2%	-$22.1K	0.59%	59
2015 Q4	$1.03M	Buy	+26,588	New	+$1.07M	0.5%	68

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FRG Family Wealth Advisors's PEG Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 22% in Q1 2026, selling an estimated $315K and leaving 13,934 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #81.

FRG Family Wealth Advisors first reported a position in PEG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.59M in Q3 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

FRG Family Wealth Advisors held 13,934 shares of Public Service Enterprise Group worth $1.13M as of Q1 2026.
FRG Family Wealth Advisors sold 3,846 Public Service Enterprise Group shares in Q1 2026, an estimated $315K.
Public Service Enterprise Group made up 0.18% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #81 holding.
FRG Family Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2015 and has held it in 42 quarters since.
FRG Family Wealth Advisors's Public Service Enterprise Group position peaked at $1.59M in Q3 2024.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.