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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
Q2 		$465K Buy
+5,727
New +$457K 0.12% 174
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
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 Management (Ohio)'s PEG Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 5,727 shares worth $465K. The stake represents 0.12% of the portfolio and ranks #174 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in PEG as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in PEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $509K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 5,727 shares of Public Service Enterprise Group worth $465K as of Q2 2026.
  • Public Service Enterprise Group was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Public Service Enterprise Group made up 0.12% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #174 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 8 quarters since.
  • Heritage Wealth Management (Ohio)'s Public Service Enterprise Group position peaked at $509K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.