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 Q2	$3.53M	Buy	43,518 +1,458	+3%	+$116K	2.73%	14
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	-$39.1K	–	114
2023 Q1	$39.1K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Graham Capital Wealth Management's PEG Position: Q2 2026 in Review

Graham Capital Wealth Management increased its Public Service Enterprise Group (PEG) stake by 3.5% in Q2 2026, buying an estimated $116K and bringing the position to 43,518 shares worth $3.53M. The position accounts for 2.73% of the portfolio, ranked #14.

Graham Capital Wealth Management first reported a position in PEG in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.67M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Graham Capital Wealth Management held 43,518 shares of Public Service Enterprise Group worth $3.53M as of Q2 2026.
Graham Capital Wealth Management bought 1,458 Public Service Enterprise Group shares in Q2 2026, an estimated $116K.
Public Service Enterprise Group made up 2.73% of Graham Capital Wealth Management's portfolio in Q2 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 10 quarters since.
Graham Capital Wealth Management's Public Service Enterprise Group position peaked at $3.67M in Q2 2025.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.