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 Q2	–	Sell	-14,202	Closed	-$1.15M	–	273
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Oak Harbor Wealth Partners's PEG Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 14,202 shares — an estimated $1.15M sold.

Oak Harbor Wealth Partners first reported a position in PEG in Q3 2024 and held it in 7 quarters. The position peaked at $1.47M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 14,202 Public Service Enterprise Group shares in Q2 2026, an estimated $1.15M.
Oak Harbor Wealth Partners first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 7 quarters.
Oak Harbor Wealth Partners's Public Service Enterprise Group position peaked at $1.47M in Q3 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.