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

IBEX 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 		$843K Buy
10,419
+26
+0.3% +$2.13K 0.08% 124
2025
Q4 		$835K Sell
10,393
-153
-1% -$12.5K 0.08% 109
2025
Q3 		$880K Buy
10,546
+25
+0.2% +$2.1K 0.08% 126
2025
Q2 		$886K Buy
10,521
+24
+0.2% +$1.94K 0.09% 116
2025
Q1 		$864K Buy
10,497
+25
+0.2% +$2.09K 0.11% 107
2024
Q4 		$885K Buy
+10,472
New +$927K 0.1% 118
2024
Q3 		– Sell
-524
Closed -$38.6K – 221
2024
Q2 		$38.6K Buy
+524
New +$37.2K 0.01% 171
2022
Q1 		– Sell
-3,069
Closed -$205K – 199
2021
Q4 		$205K Buy
+3,069
New +$194K 0.04% 180
2021
Q1 		– Sell
-80,777
Closed -$4.71M – 124
2020
Q4 		$4.71M Buy
80,777
+1,347
+2% +$78.4K 1.23% 28
2020
Q3 		$4.36M Buy
79,430
+407
+0.5% +$21.6K 1.27% 29
2020
Q2 		$3.88M Sell
79,023
-3,133
-4% -$156K 1.25% 27
2020
Q1 		$3.69M Buy
+82,156
New +$4.44M 1.44% 26
2019
Q3 		– Sell
-188
Closed -$11K – 299
2019
Q2 		$11K Buy
+188
New +$11.2K ﹤0.01% 317
2017
Q4 		– Sell
-5,050
Closed -$240K – 122
2017
Q3 		$240K Buy
5,050
+33
+0.7% +$1.5K 0.09% 117
2017
Q2 		$210K Buy
+5,017
New +$222K 0.08% 122
2017
Q1 		– Sell
-1,182
Closed -$52K – 286
2016
Q4 		$52K Buy
+1,182
New +$49.3K 0.02% 173

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

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

IBEX Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 0.25% in Q1 2026, buying an estimated $2.13K and bringing the position to 10,419 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #124.

IBEX Wealth Advisors first reported a position in PEG in Q4 2016 and has held it in 16 quarters since. The position peaked at $4.71M in Q4 2020. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • IBEX Wealth Advisors held 10,419 shares of Public Service Enterprise Group worth $843K as of Q1 2026.
  • IBEX Wealth Advisors bought 26 Public Service Enterprise Group shares in Q1 2026, an estimated $2.13K.
  • Public Service Enterprise Group made up 0.08% of IBEX Wealth Advisors's portfolio in Q1 2026, its #124 holding.
  • IBEX Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 16 quarters since.
  • IBEX Wealth Advisors's Public Service Enterprise Group position peaked at $4.71M in Q4 2020.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.