MWM
PEG icon

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

Modera 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 		$946K Buy
11,657
+264
+2% +$21.1K 0.01% 358
2026
Q1 		$922K Sell
11,393
-595
-5% -$48.8K 0.01% 338
2025
Q4 		$963K Sell
11,988
-232
-2% -$18.9K 0.01% 341
2025
Q3 		$1.02M Buy
12,220
+361
+3% +$30.3K 0.01% 337
2025
Q2 		$998K Buy
11,859
+1
+0% +$81 0.01% 333
2025
Q1 		$976K Sell
11,858
-525
-4% -$43.8K 0.01% 326
2024
Q4 		$1.05M Buy
12,383
+270
+2% +$23.9K 0.01% 322
2024
Q3 		$1.08M Buy
12,113
+3,765
+45% +$300K 0.01% 303
2024
Q2 		$615K Buy
8,348
+395
+5% +$28.1K 0.01% 361
2024
Q1 		$531K Buy
7,953
+1,242
+19% +$76.1K 0.01% 382
2023
Q4 		$410K Buy
6,711
+64
+1% +$3.93K 0.01% 404
2023
Q3 		$378K Buy
6,647
+170
+3% +$10.4K 0.01% 401
2023
Q2 		$406K Buy
6,477
+740
+13% +$46.2K 0.01% 412
2023
Q1 		$358K Buy
5,737
+13
+0.2% +$787 0.01% 261
2022
Q4 		$351K Sell
5,724
-364
-6% -$21.1K 0.01% 257
2022
Q3 		$342K Hold
6,088
– – 0.02% 225
2022
Q2 		$385K Sell
6,088
-29
-0.5% -$1.97K 0.02% 224
2022
Q1 		$428K Buy
6,117
+35
+0.6% +$2.32K 0.02% 227
2021
Q4 		$406K Buy
6,082
+701
+13% +$44.4K 0.02% 324
2021
Q3 		$328K Hold
5,381
– – 0.02% 195
2021
Q2 		$321K Hold
5,381
– – 0.02% 178
2021
Q1 		$324K Hold
5,381
– – 0.02% 173
2020
Q4 		$314K Sell
5,381
-3,200
-37% -$186K 0.02% 175
2020
Q3 		$471K Sell
8,581
-14
-0.2% -$741 0.07% 94
2020
Q2 		$423K Hold
8,595
– – 0.07% 94
2020
Q1 		$386K Hold
8,595
– – 0.08% 96
2019
Q4 		$508K Buy
8,595
+1,278
+17% +$77.5K 0.08% 78
2019
Q3 		$454K Hold
7,317
– – 0.08% 79
2019
Q2 		$430K Sell
7,317
-1,180
-14% -$70.3K 0.08% 83
2019
Q1 		$505K Hold
8,497
– – 0.09% 75
2018
Q4 		$442K Sell
8,497
-88
-1% -$4.74K 0.09% 73
2018
Q3 		$453K Hold
8,585
– – 0.09% 81
2018
Q2 		$465K Sell
8,585
-1,264
-13% -$65K 0.1% 73
2018
Q1 		$495K Sell
9,849
-451
-4% -$22.1K 0.1% 67
2017
Q4 		$530K Buy
10,300
+221
+2% +$11.1K 0.11% 66
2017
Q3 		$466K Sell
10,079
-253
-2% -$11.5K 0.11% 72
2017
Q2 		$444K Sell
10,332
-446
-4% -$19.7K 0.11% 67
2017
Q1 		$478K Buy
10,778
+454
+4% +$20K 0.12% 64
2016
Q4 		$453K Sell
10,324
-194
-2% -$8.09K 0.15% 62
2016
Q3 		$440K Buy
10,518
+573
+6% +$25.2K 0.15% 62
2016
Q2 		$464K Sell
9,945
-1,973
-17% -$89.5K 0.16% 55
2016
Q1 		$562K Buy
11,918
+82
+0.7% +$3.48K 0.2% 51
2015
Q4 		$458K Sell
11,836
-30
-0.3% -$1.2K 0.18% 45
2015
Q3 		$500K Buy
11,866
+643
+6% +$26.2K 0.21% 35
2015
Q2 		$441K Buy
11,223
+38
+0.3% +$1.58K 0.17% 45
2015
Q1 		$469K Sell
11,185
-200
-2% -$8.35K 0.18% 45
2014
Q4 		$471K Sell
11,385
-271
-2% -$10.9K 0.18% 45
2014
Q3 		$434K Sell
11,656
-332
-3% -$12.3K 0.18% 46
2014
Q2 		$489K Hold
11,988
– – 0.22% 34
2014
Q1 		$457K Sell
11,988
-1,917
-14% -$66.2K 0.18% 34
2013
Q4 		$446K Buy
13,905
+2,917
+27% +$96.5K 0.17% 49
2013
Q3 		$362K Sell
10,988
-63
-0.6% -$2.08K 0.17% 39
2013
Q2 		$361K Buy
+11,051
New +$378K 0.19% 38

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Modera Wealth Management increased its Public Service Enterprise Group (PEG) stake by 2.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 11,657 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #358.

Modera Wealth Management first reported a position in PEG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.08M in Q3 2024. 768 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Modera Wealth Management held 11,657 shares of Public Service Enterprise Group worth $946K as of Q2 2026.
  • Modera Wealth Management bought 264 Public Service Enterprise Group shares in Q2 2026, an estimated $21.1K.
  • Public Service Enterprise Group made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Modera Wealth Management first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 53 quarters since.
  • Modera Wealth Management's Public Service Enterprise Group position peaked at $1.08M in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.