IWA
PEG icon

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

IVC 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
Q2 		$676K Sell
8,324
-305
-4% -$24.4K 0.26% 70
2026
Q1 		$699K Sell
8,629
-324
-4% -$26.6K 0.3% 64
2025
Q4 		$719K Sell
8,953
-194
-2% -$15.8K 0.31% 63
2025
Q3 		$763K Sell
9,147
-1,704
-16% -$143K 0.34% 56
2025
Q2 		$913K Sell
10,851
-44
-0.4% -$3.55K 0.45% 47
2025
Q1 		$897K Sell
10,895
-357
-3% -$29.8K 0.48% 49
2024
Q4 		$951K Sell
11,252
-163
-1% -$14.4K 0.53% 40
2024
Q3 		$1.02M Sell
11,415
-1,499
-12% -$120K 0.56% 44
2024
Q2 		$952K Sell
12,914
-351
-3% -$24.9K 0.53% 44
2024
Q1 		$886K Sell
13,265
-334
-2% -$20.5K 0.51% 50
2023
Q4 		$832K Buy
13,599
+12
+0.1% +$737 0.52% 48
2023
Q3 		$773K Hold
13,587
– – 0.52% 52
2023
Q2 		$851K Sell
13,587
-354
-3% -$22.1K 0.54% 51
2023
Q1 		$871K Sell
13,941
-872
-6% -$52.8K 0.62% 49
2022
Q4 		$908K Sell
14,813
-57
-0.4% -$3.31K 0.67% 43
2022
Q3 		$836K Buy
14,870
+21
+0.1% +$1.35K 0.67% 40
2022
Q2 		$940K Sell
14,849
-159
-1% -$10.8K 0.73% 39
2022
Q1 		$1.05M Sell
15,008
-112
-0.7% -$7.41K 0.69% 36
2021
Q4 		$1.01M Sell
15,120
-1,100
-7% -$69.6K 0.65% 40
2021
Q3 		$988K Buy
16,220
+1,001
+7% +$62.5K 0.68% 35
2021
Q2 		$909K Sell
15,219
-248
-2% -$15.3K 0.64% 42
2021
Q1 		$931K Sell
15,467
-357
-2% -$20.6K 0.73% 35
2020
Q4 		$923K Buy
+15,824
New +$921K 0.88% 30

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IVC Wealth Advisors's PEG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 3.5% in Q2 2026, selling an estimated $24.4K and leaving 8,324 shares worth $676K. The position accounts for 0.26% of the portfolio, ranked #70.

IVC Wealth Advisors first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2022. 194 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • IVC Wealth Advisors held 8,324 shares of Public Service Enterprise Group worth $676K as of Q2 2026.
  • IVC Wealth Advisors sold 305 Public Service Enterprise Group shares in Q2 2026, an estimated $24.4K.
  • Public Service Enterprise Group made up 0.26% of IVC Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • IVC Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Public Service Enterprise Group position peaked at $1.05M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.