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Morton Brown Family Wealth’s Public Service Enterprise Group PEG Stock Holding History

Morton Brown Family Wealth’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 		$1.54K Hold
19
– – ﹤0.01% 275
2026
Q1 		$1.54K Hold
19
– – ﹤0.01% 259
2025
Q4 		$1.53K Buy
+19
New +$1.55K ﹤0.01% 264

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's PEG Position: Q2 2026 in Review

Morton Brown Family Wealth held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 19 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Morton Brown Family Wealth first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Morton Brown Family Wealth held 19 shares of Public Service Enterprise Group worth $1.54K as of Q2 2026.
  • Morton Brown Family Wealth left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #275 holding.
  • Morton Brown Family Wealth first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.