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

Mascoma 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	$406	Hold	5	–	–	﹤0.01%	570
2026 Q1	$405	Buy	+5	New	+$410	﹤0.01%	503
2025 Q1	–	Sell	-22	Closed	-$1.83K	–	529
2024 Q4	$1.86K	Hold	22	–	–	﹤0.01%	477
2024 Q3	$1.96K	Hold	22	–	–	﹤0.01%	428
2024 Q2	$1.62K	Buy	+22	New	+$1.56K	﹤0.01%	468
2021 Q4	–	Sell	-1	Closed	–	–	557
2021 Q3	$0	Buy	+1	New	+$62	﹤0.01%	464
2021 Q2	–	Sell	-1	Closed	–	–	351
2021 Q1	$0	Buy	+1	New	+$58	﹤0.01%	460
2019 Q3	–	Sell	-300	Closed	-$18K	–	266
2019 Q2	$18K	Hold	300	–	–	0.01%	235
2019 Q1	$18K	Hold	300	–	–	0.01%	232
2018 Q4	$16K	Hold	300	–	–	0.01%	227
2018 Q3	$16K	Hold	300	–	–	0.01%	253
2018 Q2	$16K	Buy	+300	New	+$15.4K	0.01%	241
2018 Q1	–	Sell	-535	Closed	-$27K	–	378
2017 Q4	$27K	Sell	535 -1,975	-79%	-$99.5K	0.02%	190
2017 Q3	$116K	Hold	2,510	–	–	0.08%	102
2017 Q2	$108K	Hold	2,510	–	–	0.07%	109
2017 Q1	$111K	Hold	2,510	–	–	0.08%	95
2016 Q4	$110K	Buy	+2,510	New	+$105K	0.08%	99

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Mascoma Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 5 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Mascoma Wealth Management first reported a position in PEG in Q4 2016 and has held it in 17 quarters since. The position peaked at $116K in Q3 2017. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Mascoma Wealth Management held 5 shares of Public Service Enterprise Group worth $406 as of Q2 2026.
Mascoma Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #570 holding.
Mascoma Wealth Management first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 17 quarters since.
Mascoma Wealth Management's Public Service Enterprise Group position peaked at $116K in Q3 2017.
1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.