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

Laurel Oak 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
Q2 		$2.1M Sell
25,816
-928
-3% -$74.1K 0.31% 65
2026
Q1 		$2.16M Buy
26,744
+1,147
+4% +$94K 0.36% 52
2025
Q4 		$2.06M Buy
+25,597
New +$2.09M 0.35% 55

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

Laurel Oak Wealth Management's PEG Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 3.5% in Q2 2026, selling an estimated $74.1K and leaving 25,816 shares worth $2.1M. The position accounts for 0.31% of the portfolio, ranked #65.

Laurel Oak Wealth Management first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.16M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Laurel Oak Wealth Management held 25,816 shares of Public Service Enterprise Group worth $2.1M as of Q2 2026.
  • Laurel Oak Wealth Management sold 928 Public Service Enterprise Group shares in Q2 2026, an estimated $74.1K.
  • Public Service Enterprise Group made up 0.31% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Laurel Oak Wealth Management first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Public Service Enterprise Group position peaked at $2.16M in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.