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

Lionshead 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 		$2.24M Sell
27,653
-624
-2% -$49.8K 1.46% 21
2026
Q1 		$2.29M Sell
28,277
-285
-1% -$23.4K 1.69% 16
2025
Q4 		$2.29M Sell
28,562
-189
-0.7% -$15.4K 1.72% 19
2025
Q3 		$2.4M Buy
28,751
+751
+3% +$63K 1.9% 14
2025
Q2 		$2.36M Buy
28,000
+14
+0.1% +$1.13K 2.18% 13
2025
Q1 		$2.3M Sell
27,986
-24,686
-47% -$2.06M 2.39% 12
2024
Q4 		$4.45M Buy
+52,672
New +$4.66M 3.22% 9

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

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

Lionshead Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 2.2% in Q2 2026, selling an estimated $49.8K and leaving 27,653 shares worth $2.24M. The position accounts for 1.46% of the portfolio, ranked #21.

Lionshead Wealth Management first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.45M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Lionshead Wealth Management held 27,653 shares of Public Service Enterprise Group worth $2.24M as of Q2 2026.
  • Lionshead Wealth Management sold 624 Public Service Enterprise Group shares in Q2 2026, an estimated $49.8K.
  • Public Service Enterprise Group made up 1.46% of Lionshead Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Lionshead Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • Lionshead Wealth Management's Public Service Enterprise Group position peaked at $4.45M in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.