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

Mission 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 		$2.56M Buy
31,602
+12,699
+67% +$1.01M 0.03% 266
2026
Q1 		$1.53M Sell
18,903
-1,802
-9% -$148K 0.03% 254
2025
Q4 		$1.66M Sell
20,705
-234
-1% -$19.1K 0.03% 239
2025
Q3 		$1.75M Sell
20,939
-126
-0.6% -$10.6K 0.03% 234
2025
Q2 		$1.77M Sell
21,065
-265
-1% -$21.4K 0.04% 228
2025
Q1 		$1.76M Buy
21,330
+190
+0.9% +$15.9K 0.04% 209
2024
Q4 		$1.79M Sell
21,140
-1,332
-6% -$118K 0.04% 198
2024
Q3 		$2M Buy
22,472
+2,092
+10% +$167K 0.05% 179
2024
Q2 		$1.5M Buy
20,380
+5,325
+35% +$378K 0.04% 204
2024
Q1 		$1.01M Buy
15,055
+641
+4% +$39.3K 0.03% 296
2023
Q4 		$881K Buy
14,414
+3,973
+38% +$244K 0.03% 263
2023
Q3 		$594K Sell
10,441
-19
-0.2% -$1.17K 0.02% 311
2023
Q2 		$655K Buy
10,460
+10
+0.1% +$624 0.02% 297
2023
Q1 		$653K Buy
10,450
+207
+2% +$12.5K 0.03% 293
2022
Q4 		$628K Sell
10,243
-213
-2% -$12.4K 0.03% 282
2022
Q3 		$588K Buy
10,456
+72
+0.7% +$4.64K 0.03% 271
2022
Q2 		$657K Buy
10,384
+422
+4% +$28.7K 0.03% 260
2022
Q1 		$697K Sell
9,962
-10
-0.1% -$662 0.03% 260
2021
Q4 		$665K Buy
9,972
+116
+1% +$7.34K 0.03% 253
2021
Q3 		$600K Hold
9,856
– – 0.03% 257
2021
Q2 		$589K Sell
9,856
-1,266
-11% -$78.2K 0.03% 260
2021
Q1 		$670K Buy
11,122
+1,761
+19% +$102K 0.04% 209
2020
Q4 		$546K Buy
+9,361
New +$545K 0.03% 221

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

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

Mission Wealth Management increased its Public Service Enterprise Group (PEG) stake by 67% in Q2 2026, buying an estimated $1.01M and bringing the position to 31,602 shares worth $2.56M. The position accounts for 0.03% of the portfolio, ranked #266.

Mission Wealth Management first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Mission Wealth Management held 31,602 shares of Public Service Enterprise Group worth $2.56M as of Q2 2026.
  • Mission Wealth Management bought 12,699 Public Service Enterprise Group shares in Q2 2026, an estimated $1.01M.
  • Public Service Enterprise Group made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Mission Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.