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Medallion Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Medallion Wealth Advisors’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 		$1.7K Sell
21
-12
-36% -$958 ﹤0.01% 987
2026
Q1 		$2.67K Hold
33
– – ﹤0.01% 959
2025
Q4 		$2.65K Hold
33
– – ﹤0.01% 950
2025
Q3 		$2.75K Hold
33
– – ﹤0.01% 937
2025
Q2 		$2.75K Hold
33
– – ﹤0.01% 922
2025
Q1 		$2.74K Buy
33
+21
+175% +$1.75K ﹤0.01% 878
2024
Q4 		$988 Buy
+12
New +$1.06K ﹤0.01% 931

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

Medallion Wealth Advisors's PEG Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 36% in Q2 2026, selling an estimated $958 and leaving 21 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Medallion Wealth Advisors first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75K in Q3 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Medallion Wealth Advisors held 21 shares of Public Service Enterprise Group worth $1.7K as of Q2 2026.
  • Medallion Wealth Advisors sold 12 Public Service Enterprise Group shares in Q2 2026, an estimated $958.
  • Public Service Enterprise Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #987 holding.
  • Medallion Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Public Service Enterprise Group position peaked at $2.75K in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.