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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lionshead Wealth Management's PEG Position: Q1 2026 in Review

Lionshead Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 1% in Q1 2026, selling an estimated $23.4K and leaving 28,277 shares worth $2.29M. The position accounts for 1.69% of the portfolio, ranked #16.

Lionshead Wealth Management first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.45M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Lionshead Wealth Management held 28,277 shares of Public Service Enterprise Group worth $2.29M as of Q1 2026.
Lionshead Wealth Management sold 285 Public Service Enterprise Group shares in Q1 2026, an estimated $23.4K.
Public Service Enterprise Group made up 1.69% of Lionshead Wealth Management's portfolio in Q1 2026, its #16 holding.
Lionshead Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's Public Service Enterprise Group position peaked at $4.45M in Q4 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.