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Laurel Wealth Advisors (North Carolina)’s Public Service Enterprise Group PEG Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-255
Closed -$20.5K – 501
2025
Q4 		$20.5K Buy
+255
New +$20.8K ﹤0.01% 423
2025
Q2 		– Sell
-255
Closed -$21K – 526
2025
Q1 		$21K Hold
255
– – ﹤0.01% 407
2024
Q4 		$21.5K Hold
255
– – ﹤0.01% 408
2024
Q3 		$22.7K Buy
+255
New +$20.4K ﹤0.01% 397

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

Laurel Wealth Advisors (North Carolina)'s PEG Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 255 shares — an estimated $20.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PEG in Q3 2024 and held it in 4 quarters. The position peaked at $22.7K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 255 Public Service Enterprise Group shares in Q1 2026, an estimated $20.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Public Service Enterprise Group position peaked at $22.7K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.