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Mowery & Schoenfeld Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-70
Closed -$5.67K – 377
2026
Q1 		$5.67K Hold
70
– – 0.01% 267
2025
Q4 		$5.62K Hold
70
– – 0.01% 313
2025
Q3 		$5.84K Hold
70
– – 0.01% 268
2025
Q2 		$5.89K Hold
70
– – 0.01% 261
2025
Q1 		$5.76K Sell
70
-10
-13% -$834 0.01% 316
2024
Q4 		$6.76K Buy
+80
New +$7.08K 0.01% 271

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

Mowery & Schoenfeld Wealth Management's PEG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 70 shares — an estimated $5.67K sold.

Mowery & Schoenfeld Wealth Management first reported a position in PEG in Q4 2024 and held it in 6 quarters. The position peaked at $6.76K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 70 Public Service Enterprise Group shares in Q2 2026, an estimated $5.67K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Public Service Enterprise Group position peaked at $6.76K in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.