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 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 $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

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

Meridian Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 1.9% in Q1 2026, selling an estimated $57.1K and leaving 35,552 shares worth $2.88M. The position accounts for 0.1% of the portfolio, ranked #180.

Meridian Wealth Management first reported a position in PEG in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.03M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Meridian Wealth Management held 35,552 shares of Public Service Enterprise Group worth $2.88M as of Q1 2026.
Meridian Wealth Management sold 697 Public Service Enterprise Group shares in Q1 2026, an estimated $57.1K.
Public Service Enterprise Group made up 0.1% of Meridian Wealth Management's portfolio in Q1 2026, its #180 holding.
Meridian Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 8 quarters since.
Meridian Wealth Management's Public Service Enterprise Group position peaked at $3.03M in Q2 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.