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

JPL 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 		$2.49M Sell
30,717
-282
-0.9% -$23.1K 0.57% 61
2025
Q4 		$2.49M Sell
30,999
-1,759
-5% -$143K 0.61% 66
2025
Q3 		$2.73M Buy
32,758
+122
+0.4% +$10.2K 0.65% 64
2025
Q2 		$2.75M Buy
32,636
+364
+1% +$29.4K 0.74% 61
2025
Q1 		$2.66M Buy
32,272
+130
+0.4% +$10.8K 0.76% 63
2024
Q4 		$2.72M Buy
+32,142
New +$2.84M 0.78% 59

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

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

JPL Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 0.91% in Q1 2026, selling an estimated $23.1K and leaving 30,717 shares worth $2.49M. The position accounts for 0.57% of the portfolio, ranked #61.

JPL Wealth Management first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • JPL Wealth Management held 30,717 shares of Public Service Enterprise Group worth $2.49M as of Q1 2026.
  • JPL Wealth Management sold 282 Public Service Enterprise Group shares in Q1 2026, an estimated $23.1K.
  • Public Service Enterprise Group made up 0.57% of JPL Wealth Management's portfolio in Q1 2026, its #61 holding.
  • JPL Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
  • JPL Wealth Management's Public Service Enterprise Group position peaked at $2.75M in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.