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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
Q2 		$442K Hold
5,450
– – 0.17% 88
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
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

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

Massachusetts Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 5,450 shares worth $442K. The position accounts for 0.17% of the portfolio, ranked #88.

Massachusetts Wealth Management first reported a position in PEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $468K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Massachusetts Wealth Management held 5,450 shares of Public Service Enterprise Group worth $442K as of Q2 2026.
  • Massachusetts Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.17% of Massachusetts Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Massachusetts Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's Public Service Enterprise Group position peaked at $468K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.