Jeppson Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Jeppson Wealth Management’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	$221K	Hold	2,725	–	–	0.07%	213
2025 Q4	$219K	Hold	2,725	–	–	0.07%	208
2025 Q3	$227K	Sell	2,725 -25	-0.9%	-$2.1K	0.07%	195
2025 Q2	$231K	Sell	2,750 -100	-4%	-$8.06K	0.08%	191
2025 Q1	$235K	Sell	2,850 -50	-2%	-$4.17K	0.09%	179
2024 Q4	$245K	Hold	2,900	–	–	0.09%	175
2024 Q3	$259K	Hold	2,900	–	–	0.09%	168
2024 Q2	$214K	Buy	+2,900	New	+$206K	0.08%	188
2022 Q3	–	Sell	-3,250	Closed	-$206K	–	204
2022 Q2	$206K	Sell	3,250 -150	-4%	-$10.2K	0.09%	179
2022 Q1	$238K	Hold	3,400	–	–	0.11%	150
2021 Q4	$227K	Hold	3,400	–	–	0.11%	141
2021 Q3	$207K	Hold	3,400	–	–	0.11%	145
2021 Q2	$203K	Hold	3,400	–	–	0.11%	145
2021 Q1	$204K	Buy	+3,400	New	+$196K	0.12%	133
2020 Q4	–	Sell	-3,400	Closed	-$187K	–	357
2020 Q3	$187K	Buy	+3,400	New	+$180K	0.15%	118

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jeppson Wealth Management's PEG Position: Q1 2026 in Review

Jeppson Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 2,725 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #213.

Jeppson Wealth Management first reported a position in PEG in Q3 2020 and has held it in 15 quarters since. The position peaked at $259K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Jeppson Wealth Management held 2,725 shares of Public Service Enterprise Group worth $221K as of Q1 2026.
Jeppson Wealth Management left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #213 holding.
Jeppson Wealth Management first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 15 quarters since.
Jeppson Wealth Management's Public Service Enterprise Group position peaked at $259K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.