Heritage Wealth Management (Ohio)’s Public Service Enterprise Group PEG Stock Holding History

Heritage Wealth Management (Ohio)’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	–	Sell	-5,827	Closed	-$468K	–	218
2025 Q4	$468K	Hold	5,827	–	–	0.13%	162
2025 Q3	$486K	Sell	5,827 -100	-2%	-$8.39K	0.14%	146
2025 Q2	$499K	Buy	5,927 +225	+4%	+$18.1K	0.16%	138
2025 Q1	$469K	Hold	5,702	–	–	0.16%	142
2024 Q4	$482K	Hold	5,702	–	–	0.16%	138
2024 Q3	$509K	Hold	5,702	–	–	0.17%	134
2024 Q2	$422K	Buy	+5,702	New	+$405K	0.14%	148

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 Management (Ohio)'s PEG Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 5,827 shares — an estimated $468K sold.

Heritage Wealth Management (Ohio) first reported a position in PEG in Q2 2024 and held it in 7 quarters. The position peaked at $509K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Heritage Wealth Management (Ohio) reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Heritage Wealth Management (Ohio) sold 5,827 Public Service Enterprise Group shares in Q1 2026, an estimated $468K.
Heritage Wealth Management (Ohio) first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 7 quarters.
Heritage Wealth Management (Ohio)'s Public Service Enterprise Group position peaked at $509K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.