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

Liberty 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 		$487K Hold
6,019
– – 0.06% 151
2026
Q1 		$487K Buy
6,019
+6
+0.1% +$492 0.06% 151
2025
Q4 		$483K Hold
6,013
– – 0.06% 137
2025
Q3 		$502K Sell
6,013
-1
-0% -$84 0.07% 130
2025
Q2 		$506K Buy
+6,014
New +$485K 0.08% 126
2025
Q1 		– Sell
-5,946
Closed -$502K – 184
2024
Q4 		$502K Buy
5,946
+14
+0.2% +$1.24K 0.08% 118
2024
Q3 		$529K Hold
5,932
– – 0.09% 110
2024
Q2 		$437K Hold
5,932
– – 0.08% 122
2024
Q1 		$396K Hold
5,932
– – 0.08% 118
2023
Q4 		$363K Hold
5,932
– – 0.08% 120
2023
Q3 		$338K Hold
5,932
– – 0.08% 119
2023
Q2 		$371K Hold
5,932
– – 0.09% 119
2023
Q1 		$370K Buy
+5,932
New +$359K 0.08% 149
2022
Q3 		$333K Hold
5,932
– – 0.09% 102
2022
Q2 		$375K Sell
5,932
-421
-7% -$28.6K 0.15% 96
2022
Q1 		$444K Buy
6,353
+4
+0.1% +$265 0.16% 87
2021
Q4 		$423 Sell
6,349
-413
-6% -$26.1K 0.02% 105
2021
Q3 		$413K Buy
6,762
+419
+7% +$26.2K 0.15% 87
2021
Q2 		$379K Buy
6,343
+116
+2% +$7.17K 0.15% 84
2021
Q1 		$355K Hold
6,227
– – 0.17% 80
2020
Q4 		$355K Sell
6,227
-1,490
-19% -$86.8K 0.17% 81
2020
Q3 		$424K Sell
7,717
-119
-2% -$6.3K 0.25% 62
2020
Q2 		$382K Buy
7,836
+39
+0.5% +$1.94K 0.27% 61
2020
Q1 		$350K Hold
7,797
– – 0.31% 54
2019
Q4 		$460K Hold
7,797
– – 0.36% 54
2019
Q3 		$484K Buy
7,797
+7,637
+4,773% +$456K 0.46% 43
2019
Q2 		$9K Buy
+160
New +$9.53K 0.01% 547

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Liberty Wealth Management's PEG Position: Q2 2026 in Review

Liberty Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 6,019 shares worth $487K. The position accounts for 0.06% of the portfolio, ranked #151.

Liberty Wealth Management first reported a position in PEG in Q2 2019 and has held it in 27 quarters since. The position peaked at $529K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Liberty Wealth Management held 6,019 shares of Public Service Enterprise Group worth $487K as of Q2 2026.
  • Liberty Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Liberty Wealth Management first reported a position in Public Service Enterprise Group in Q2 2019 and has held it in 27 quarters since.
  • Liberty Wealth Management's Public Service Enterprise Group position peaked at $529K in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.