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LiftPoint Family Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

LiftPoint Family Wealth Advisors’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 		$205K Buy
+2,530
New +$202K 0.14% 67
2026
Q1 		– Sell
-2,866
Closed -$230K – 58
2025
Q4 		$230K Buy
+2,866
New +$234K 0.2% 49

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

LiftPoint Family Wealth Advisors's PEG Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 2,530 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings. This is a return to the name: LiftPoint Family Wealth Advisors previously reported a position in PEG as recently as Q4 2025.

LiftPoint Family Wealth Advisors first reported a position in PEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • LiftPoint Family Wealth Advisors held 2,530 shares of Public Service Enterprise Group worth $205K as of Q2 2026.
  • Public Service Enterprise Group was a new LiftPoint Family Wealth Advisors position in Q2 2026.
  • Public Service Enterprise Group made up 0.14% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • LiftPoint Family Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 2 quarters since.
  • LiftPoint Family Wealth Advisors's Public Service Enterprise Group position peaked at $230K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.