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Higgins & Schmidt Wealth Strategies’s Public Service Enterprise Group PEG Stock Holding History

Higgins & Schmidt Wealth Strategies’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
-4,532
Closed -$364K – 64
2025
Q4 		$364K Hold
4,532
– – 0.17% 44
2025
Q3 		$378K Buy
+4,532
New +$380K 0.19% 42

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's PEG Position: Q1 2026 in Review

Higgins & Schmidt Wealth Strategies sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 4,532 shares — an estimated $364K sold.

Higgins & Schmidt Wealth Strategies first reported a position in PEG in Q3 2025 and held it in 2 quarters. The position peaked at $378K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Higgins & Schmidt Wealth Strategies reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 4,532 Public Service Enterprise Group shares in Q1 2026, an estimated $364K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 2 quarters.
  • Higgins & Schmidt Wealth Strategies's Public Service Enterprise Group position peaked at $378K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q1 2026, filed 20 Apr 2026.