HWM
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HB Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

HB 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 		$1.94M Buy
23,903
+3,722
+18% +$297K 0.01% 489
2026
Q1 		$1.63M Sell
20,181
-654
-3% -$53.6K 0.01% 491
2025
Q4 		$1.67M Buy
20,835
+1,212
+6% +$98.9K 0.01% 451
2025
Q3 		$1.64M Buy
19,623
+2,401
+14% +$201K 0.01% 466
2025
Q2 		$1.45M Sell
17,222
-1,220
-7% -$98.4K 0.01% 450
2025
Q1 		$1.52M Buy
18,442
+6,207
+51% +$518K 0.01% 439
2024
Q4 		$1.03M Buy
12,235
+4,276
+54% +$378K 0.01% 409
2024
Q3 		$710K Buy
7,959
+1,065
+15% +$85K 0.01% 479
2024
Q2 		$508K Buy
6,894
+2,726
+65% +$194K 0.01% 544
2024
Q1 		$278K Sell
4,168
-837
-17% -$51.3K ﹤0.01% 686
2023
Q4 		$306K Buy
5,005
+596
+14% +$36.6K ﹤0.01% 606
2023
Q3 		$251K Sell
4,409
-21
-0.5% -$1.29K ﹤0.01% 624
2023
Q2 		$277K Buy
4,430
+664
+18% +$41.5K ﹤0.01% 570
2023
Q1 		$235K Buy
+3,766
New +$228K ﹤0.01% 618

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 $3.38T AUM 44.17% 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

HB Wealth Management's PEG Position: Q2 2026 in Review

HB Wealth Management increased its Public Service Enterprise Group (PEG) stake by 18% in Q2 2026, buying an estimated $297K and bringing the position to 23,903 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #489.

HB Wealth Management first reported a position in PEG in Q1 2023 and has held it in 14 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • HB Wealth Management held 23,903 shares of Public Service Enterprise Group worth $1.94M as of Q2 2026.
  • HB Wealth Management bought 3,722 Public Service Enterprise Group shares in Q2 2026, an estimated $297K.
  • Public Service Enterprise Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #489 holding.
  • HB Wealth Management first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 14 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.