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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

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

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. 1,311 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.
  • 1,311 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.