Oak Barrel Wealth Advisory’s Public Service Enterprise Group PEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$250K Buy
+3,084
New +$246K 0.11% 79
2025
Q4
$248K Buy
+3,084
New +$252K 0.15% 72

Other funds holding PEG

Oak Barrel Wealth Advisory's PEG Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 3,084 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in PEG as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in PEG in Q4 2025 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Oak Barrel Wealth Advisory held 3,084 shares of Public Service Enterprise Group worth $250K as of Q2 2026.
  • Public Service Enterprise Group was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Public Service Enterprise Group made up 0.11% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #79 holding.
  • Oak Barrel Wealth Advisory first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.