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Kestra Private Wealth Services’s Public Service Enterprise Group PEG Stock Holding History

Kestra Private Wealth Services’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 		$3.3M Sell
40,649
-2,413
-6% -$193K 0.04% 443
2026
Q1 		$3.49M Buy
43,062
+567
+1% +$46.5K 0.04% 408
2025
Q4 		$3.41M Sell
42,495
-734
-2% -$59.9K 0.04% 389
2025
Q3 		$3.61M Buy
43,229
+986
+2% +$82.7K 0.05% 374
2025
Q2 		$3.56M Buy
42,243
+3,418
+9% +$276K 0.05% 352
2025
Q1 		$3.2M Sell
38,825
-142
-0.4% -$11.8K 0.05% 345
2024
Q4 		$3.29M Buy
38,967
+311
+0.8% +$27.5K 0.06% 318
2024
Q3 		$3.45M Sell
38,656
-5,599
-13% -$447K 0.06% 298
2024
Q2 		$3.26M Sell
44,255
-3,105
-7% -$221K 0.07% 282
2024
Q1 		$3.16M Sell
47,360
-181
-0.4% -$11.1K 0.07% 275
2023
Q4 		$2.91M Buy
47,541
+9,080
+24% +$558K 0.07% 270
2023
Q3 		$2.19M Buy
38,461
+3,376
+10% +$207K 0.07% 289
2023
Q2 		$2.2M Sell
35,085
-444
-1% -$27.7K 0.08% 281
2023
Q1 		$2.22M Buy
35,529
+7,156
+25% +$433K 0.09% 247
2022
Q4 		$1.74M Sell
28,373
-1,267
-4% -$73.5K 0.09% 259
2022
Q3 		$1.67M Buy
29,640
+1,705
+6% +$110K 0.1% 235
2022
Q2 		$1.77M Buy
27,935
+1,604
+6% +$109K 0.1% 243
2022
Q1 		$1.84M Buy
26,331
+144
+0.5% +$9.53K 0.09% 236
2021
Q4 		$1.75M Buy
26,187
+221
+0.9% +$14K 0.08% 256
2021
Q3 		$1.58M Buy
25,966
+495
+2% +$30.9K 0.09% 254
2021
Q2 		$1.52M Sell
25,471
-683
-3% -$42.2K 0.09% 247
2021
Q1 		$1.57M Buy
26,154
+5,636
+27% +$325K 0.11% 206
2020
Q4 		$1.18M Buy
20,518
+772
+4% +$44.9K 0.09% 240
2020
Q3 		$1.08M Buy
+19,746
New +$1.05M 0.09% 221

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's PEG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Public Service Enterprise Group (PEG) stake by 5.6% in Q2 2026, selling an estimated $193K and leaving 40,649 shares worth $3.3M. The position accounts for 0.04% of the portfolio, ranked #443.

Kestra Private Wealth Services first reported a position in PEG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.61M in Q3 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Kestra Private Wealth Services held 40,649 shares of Public Service Enterprise Group worth $3.3M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,413 Public Service Enterprise Group shares in Q2 2026, an estimated $193K.
  • Public Service Enterprise Group made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #443 holding.
  • Kestra Private Wealth Services first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Public Service Enterprise Group position peaked at $3.61M in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.