HWA
PEG icon

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

Heritage 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 		$12.2K Buy
150
+1
+0.7% +$80 ﹤0.01% 501
2026
Q1 		$12.1K Buy
149
+30
+25% +$2.46K ﹤0.01% 501
2025
Q4 		$9.56K Buy
119
+1
+0.8% +$82 ﹤0.01% 458
2025
Q3 		$9.86K Buy
118
+1
+0.9% +$84 ﹤0.01% 429
2025
Q2 		$9.87K Buy
117
+1
+0.9% +$81 ﹤0.01% 422
2025
Q1 		$9.58K Hold
116
– – ﹤0.01% 421
2024
Q4 		$9.76K Sell
116
-499
-81% -$44.2K ﹤0.01% 444
2024
Q3 		$54.8K Buy
615
+501
+439% +$40K ﹤0.01% 319
2024
Q2 		$8.4K Buy
114
+2
+2% +$142 ﹤0.01% 431
2024
Q1 		$7.48K Buy
+112
New +$6.86K ﹤0.01% 450
2022
Q3 		– Sell
-282
Closed -$18K – 564
2022
Q2 		$18K Hold
282
– – ﹤0.01% 430
2022
Q1 		$20K Hold
282
– – ﹤0.01% 396
2021
Q4 		$19K Buy
+282
New +$17.8K ﹤0.01% 415
2020
Q1 		– Sell
-23
Closed -$1.36K – 546
2019
Q4 		$1.36K Buy
+23
New +$1.39K ﹤0.01% 631
2019
Q3 		– Sell
-57
Closed -$3.35K – 461
2019
Q2 		$3.35K Hold
57
– – ﹤0.01% 427
2019
Q1 		$3.39K Buy
+57
New +$3.19K ﹤0.01% 395

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

Heritage Wealth Advisors's PEG Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 0.67% in Q2 2026, buying an estimated $80 and bringing the position to 150 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Heritage Wealth Advisors first reported a position in PEG in Q1 2019 and has held it in 16 quarters since. The position peaked at $54.8K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Heritage Wealth Advisors held 150 shares of Public Service Enterprise Group worth $12.2K as of Q2 2026.
  • Heritage Wealth Advisors bought 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
  • Public Service Enterprise Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #501 holding.
  • Heritage Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2019 and has held it in 16 quarters since.
  • Heritage Wealth Advisors's Public Service Enterprise Group position peaked at $54.8K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.