Graham Capital Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Graham Capital Wealth Management’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	$3.4M	Sell	42,060 -527	-1%	-$43.2K	3.02%	14
2025 Q4	$3.42M	Sell	42,587 -833	-2%	-$68K	3.14%	13
2025 Q3	$3.62M	Sell	43,420 -136	-0.3%	-$11.4K	3.69%	5
2025 Q2	$3.67M	Buy	+43,556	New	+$3.51M	4.07%	4
2023 Q2	–	Sell	-627	Closed	-$391K	–	114
2023 Q1	$391K	Buy	+627	New	+$38K	0.06%	126
2022 Q4	–	Sell	-16,240	Closed	-$913K	–	61
2022 Q3	$913K	Sell	16,240 -10,933	-40%	-$704K	1.09%	33
2022 Q2	$1.72M	Sell	27,173 -143	-0.5%	-$9.72K	1.51%	23
2022 Q1	$1.91M	Sell	27,316 -886	-3%	-$58.7K	1.7%	18
2021 Q4	$1.86M	Buy	+28,202	New	+$1.78M	1.52%	20

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

Graham Capital Wealth Management's PEG Position: Q1 2026 in Review

Graham Capital Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 1.2% in Q1 2026, selling an estimated $43.2K and leaving 42,060 shares worth $3.4M. The position accounts for 3.02% of the portfolio, ranked #14.

Graham Capital Wealth Management first reported a position in PEG in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.67M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Graham Capital Wealth Management held 42,060 shares of Public Service Enterprise Group worth $3.4M as of Q1 2026.
Graham Capital Wealth Management sold 527 Public Service Enterprise Group shares in Q1 2026, an estimated $43.2K.
Public Service Enterprise Group made up 3.02% of Graham Capital Wealth Management's portfolio in Q1 2026, its #14 holding.
Graham Capital Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 9 quarters since.
Graham Capital Wealth Management's Public Service Enterprise Group position peaked at $3.67M in Q2 2025.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.