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 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 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

Heritage Wealth Advisors's PEG Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 25% in Q1 2026, buying an estimated $2.46K and bringing the position to 149 shares worth $12.1K. 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 15 quarters since. The position peaked at $54.8K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Heritage Wealth Advisors held 149 shares of Public Service Enterprise Group worth $12.1K as of Q1 2026.
Heritage Wealth Advisors bought 30 Public Service Enterprise Group shares in Q1 2026, an estimated $2.46K.
Public Service Enterprise Group made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #501 holding.
Heritage Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2019 and has held it in 15 quarters since.
Heritage Wealth Advisors's Public Service Enterprise Group position peaked at $54.8K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.