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

Meridian 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	$2.67M	Sell	32,950 -2,602	-7%	-$208K	0.08%	213
2026 Q1	$2.88M	Sell	35,552 -697	-2%	-$57.1K	0.1%	180
2025 Q4	$2.91M	Buy	36,249 +1,603	+5%	+$131K	0.1%	174
2025 Q3	$2.89M	Sell	34,646 -1,339	-4%	-$112K	0.11%	167
2025 Q2	$3.03M	Buy	35,985 +564	+2%	+$45.5K	0.13%	161
2025 Q1	$2.92M	Buy	35,421 +1,427	+4%	+$119K	0.14%	155
2024 Q4	$2.87M	Buy	33,994 +763	+2%	+$67.5K	0.14%	154
2024 Q3	$2.96M	Buy	+33,231	New	+$2.65M	0.15%	148
2023 Q1	–	Sell	-4,652	Closed	-$285K	–	559
2022 Q4	$285K	Buy	+4,652	New	+$270K	0.03%	428

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

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

Meridian Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 7.3% in Q2 2026, selling an estimated $208K and leaving 32,950 shares worth $2.67M. The position accounts for 0.08% of the portfolio, ranked #213.

Meridian Wealth Management first reported a position in PEG in Q4 2022 and has held it in 9 quarters since. The position peaked at $3.03M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Meridian Wealth Management held 32,950 shares of Public Service Enterprise Group worth $2.67M as of Q2 2026.
Meridian Wealth Management sold 2,602 Public Service Enterprise Group shares in Q2 2026, an estimated $208K.
Public Service Enterprise Group made up 0.08% of Meridian Wealth Management's portfolio in Q2 2026, its #213 holding.
Meridian Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 9 quarters since.
Meridian Wealth Management's Public Service Enterprise Group position peaked at $3.03M in Q2 2025.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.