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

Massachusetts 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	$441K	Buy	5,450 +200	+4%	+$16.4K	0.19%	84
2025 Q4	$422K	Buy	5,250 +25	+0.5%	+$2.04K	0.2%	80
2025 Q3	$436K	Buy	5,225 +100	+2%	+$8.39K	0.22%	80
2025 Q2	$431K	Buy	5,125 +125	+3%	+$10.1K	0.24%	77
2025 Q1	$412K	Sell	5,000 -100	-2%	-$8.34K	0.28%	69
2024 Q4	$431K	Sell	5,100 -150	-3%	-$13.3K	0.27%	76
2024 Q3	$468K	Sell	5,250 -350	-6%	-$27.9K	0.3%	75
2024 Q2	$413K	Sell	5,600 -150	-3%	-$10.7K	0.28%	78
2024 Q1	$384K	Hold	5,750	–	–	0.27%	80
2023 Q4	$352K	Hold	5,750	–	–	0.28%	80
2023 Q3	$327K	Sell	5,750 -600	-9%	-$36.9K	0.3%	77
2023 Q2	$398K	Hold	6,350	–	–	0.38%	69
2023 Q1	$397K	Hold	6,350	–	–	0.41%	64
2022 Q4	$393K	Buy	+6,350	New	+$369K	0.38%	65

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

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

Massachusetts Wealth Management increased its Public Service Enterprise Group (PEG) stake by 3.8% in Q1 2026, buying an estimated $16.4K and bringing the position to 5,450 shares worth $441K. The position accounts for 0.19% of the portfolio, ranked #84.

Massachusetts Wealth Management first reported a position in PEG in Q4 2022 and has held it in 14 quarters since. The position peaked at $468K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Massachusetts Wealth Management held 5,450 shares of Public Service Enterprise Group worth $441K as of Q1 2026.
Massachusetts Wealth Management bought 200 Public Service Enterprise Group shares in Q1 2026, an estimated $16.4K.
Public Service Enterprise Group made up 0.19% of Massachusetts Wealth Management's portfolio in Q1 2026, its #84 holding.
Massachusetts Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 14 quarters since.
Massachusetts Wealth Management's Public Service Enterprise Group position peaked at $468K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.