MWM
PEG icon

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

Modern 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 		$590K Buy
7,267
+3,902
+116% +$312K 0.01% 663
2026
Q1 		$273K Buy
3,365
+251
+8% +$20.6K ﹤0.01% 747
2025
Q4 		$250K Buy
3,114
+597
+24% +$48.7K ﹤0.01% 740
2025
Q3 		$210K Buy
+2,517
New +$211K ﹤0.01% 755

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Modern Wealth Management increased its Public Service Enterprise Group (PEG) stake by 116% in Q2 2026, buying an estimated $312K and bringing the position to 7,267 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #663.

Modern Wealth Management first reported a position in PEG in Q3 2025 and has held it in 4 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Modern Wealth Management held 7,267 shares of Public Service Enterprise Group worth $590K as of Q2 2026.
  • Modern Wealth Management bought 3,902 Public Service Enterprise Group shares in Q2 2026, an estimated $312K.
  • Public Service Enterprise Group made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #663 holding.
  • Modern Wealth Management first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 4 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.