LWMI
PEG icon

Legacy Wealth Management (Idaho)’s Public Service Enterprise Group PEG Stock Holding History

Legacy Wealth Management (Idaho)’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 		$80.5K Buy
994
+46
+5% +$3.77K 0.04% 208
2025
Q4 		$76.1K Buy
948
+282
+42% +$23K 0.04% 175
2025
Q3 		$55.6K Hold
666
– – 0.03% 163
2025
Q2 		$56.1K Hold
666
– – 0.03% 148
2025
Q1 		$54.8K Hold
666
– – 0.04% 135
2024
Q4 		$55.7K Sell
666
-8
-1% -$708 0.04% 117
2024
Q3 		$58.6K Buy
+674
New +$53.8K 0.03% 111

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

Legacy Wealth Management (Idaho)'s PEG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Public Service Enterprise Group (PEG) stake by 4.9% in Q1 2026, buying an estimated $3.77K and bringing the position to 994 shares worth $80.5K. The position accounts for 0.04% of the portfolio, ranked #208.

Legacy Wealth Management (Idaho) first reported a position in PEG in Q3 2024 and has held it in 7 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 994 shares of Public Service Enterprise Group worth $80.5K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 46 Public Service Enterprise Group shares in Q1 2026, an estimated $3.77K.
  • Public Service Enterprise Group made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #208 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 7 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.