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

Meridian Wealth Partners’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	$203K	Buy	2,511 +6	+0.2%	+$492	0.03%	117
2025 Q4	$201K	Sell	2,505 -54	-2%	-$4.41K	0.03%	112
2025 Q3	$214K	Buy	2,559 +145	+6%	+$12.2K	0.03%	108
2025 Q2	$203K	Buy	+2,414	New	+$195K	0.03%	111
2025 Q1	–	Sell	-2,436	Closed	-$206K	–	108
2024 Q4	$206K	Buy	2,436 +15	+0.6%	+$1.33K	0.03%	104
2024 Q3	$216K	Buy	+2,421	New	+$193K	0.03%	101
2021 Q3	–	Sell	-3,580	Closed	-$214K	–	80
2021 Q2	$214K	Buy	3,580 +11	+0.3%	+$680	0.05%	74
2021 Q1	$215K	Sell	3,569 -452	-11%	-$26.1K	0.06%	69
2020 Q4	$234K	Buy	4,021 +6	+0.1%	+$349	0.1%	59
2020 Q3	$220K	Buy	4,015 +6	+0.1%	+$318	0.11%	55
2020 Q2	$197K	Buy	4,009 +7	+0.2%	+$349	0.11%	57
2020 Q1	$180K	Buy	4,002 +4	+0.1%	+$216	0.11%	61
2019 Q4	$236K	Buy	+3,998	New	+$242K	0.15%	53

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 Partners's PEG Position: Q1 2026 in Review

Meridian Wealth Partners increased its Public Service Enterprise Group (PEG) stake by 0.24% in Q1 2026, buying an estimated $492 and bringing the position to 2,511 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #117.

Meridian Wealth Partners first reported a position in PEG in Q4 2019 and has held it in 13 quarters since. The position peaked at $236K in Q4 2019. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Meridian Wealth Partners held 2,511 shares of Public Service Enterprise Group worth $203K as of Q1 2026.
Meridian Wealth Partners bought 6 Public Service Enterprise Group shares in Q1 2026, an estimated $492.
Public Service Enterprise Group made up 0.03% of Meridian Wealth Partners's portfolio in Q1 2026, its #117 holding.
Meridian Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 13 quarters since.
Meridian Wealth Partners's Public Service Enterprise Group position peaked at $236K in Q4 2019.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.