Oak Harbor Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Oak Harbor Wealth Partners’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 Q1	$1.15M	Sell	14,202 -191	-1%	-$15.7K	0.27%	87
2025 Q4	$1.16M	Buy	14,393 +457	+3%	+$37.3K	0.28%	82
2025 Q3	$1.16M	Buy	13,936 +28	+0.2%	+$2.35K	0.29%	78
2025 Q2	$1.17M	Buy	13,908 +145	+1%	+$11.7K	0.32%	69
2025 Q1	$1.13M	Sell	13,763 -2,254	-14%	-$188K	0.32%	73
2024 Q4	$1.35M	Sell	16,017 -469	-3%	-$41.5K	0.39%	68
2024 Q3	$1.47M	Buy	+16,486	New	+$1.32M	0.42%	69

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Oak Harbor Wealth Partners's PEG Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 1.3% in Q1 2026, selling an estimated $15.7K and leaving 14,202 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #87.

Oak Harbor Wealth Partners first reported a position in PEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Oak Harbor Wealth Partners held 14,202 shares of Public Service Enterprise Group worth $1.15M as of Q1 2026.
Oak Harbor Wealth Partners sold 191 Public Service Enterprise Group shares in Q1 2026, an estimated $15.7K.
Public Service Enterprise Group made up 0.27% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #87 holding.
Oak Harbor Wealth Partners first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 7 quarters since.
Oak Harbor Wealth Partners's Public Service Enterprise Group position peaked at $1.47M in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.