PWM
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Palumbo Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Palumbo 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 		$462K Sell
5,693
-69
-1% -$5.51K 0.1% 152
2026
Q1 		$466K Buy
5,762
+34
+0.6% +$2.79K 0.11% 129
2025
Q4 		$460K Buy
5,728
+27
+0.5% +$2.2K 0.11% 130
2025
Q3 		$457K Buy
5,701
+26
+0.5% +$2.18K 0.15% 97
2025
Q2 		$478K Buy
5,675
+179
+3% +$14.4K 0.15% 102
2025
Q1 		$452K Buy
5,496
+96
+2% +$8.01K 0.15% 101
2024
Q4 		$456K Buy
5,400
+24
+0.4% +$2.12K 0.17% 90
2024
Q3 		$480K Buy
5,376
+23
+0.4% +$1.84K 0.19% 88
2024
Q2 		$395K Buy
5,353
+27
+0.5% +$1.92K 0.17% 92
2024
Q1 		$356K Buy
5,326
+30
+0.6% +$1.84K 0.16% 97
2023
Q4 		$324K Buy
5,296
+30
+0.6% +$1.84K 0.17% 94
2023
Q3 		$300K Buy
5,266
+32
+0.6% +$1.97K 0.16% 87
2023
Q2 		$328K Buy
5,234
+29
+0.6% +$1.81K 0.2% 76
2023
Q1 		$325K Buy
5,205
+30
+0.6% +$1.82K 0.22% 71
2022
Q4 		$317K Buy
5,175
+28
+0.5% +$1.63K 0.25% 66
2022
Q3 		$289K Sell
5,147
-1,672
-25% -$108K 0.24% 66
2022
Q2 		$432K Buy
6,819
+41
+0.6% +$2.79K 0.34% 57
2022
Q1 		$474K Buy
6,778
+37
+0.5% +$2.45K 0.3% 63
2021
Q4 		$450K Sell
6,741
-1,470
-18% -$93K 0.28% 65
2021
Q3 		$500K Buy
8,211
+51
+0.6% +$3.19K 0.33% 65
2021
Q2 		$487K Buy
8,160
+52
+0.6% +$3.21K 0.33% 64
2021
Q1 		$488K Buy
8,108
+52
+0.6% +$3K 0.37% 64
2020
Q4 		$470K Buy
+8,056
New +$469K 0.38% 60

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Palumbo Wealth Management's PEG Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 1.2% in Q2 2026, selling an estimated $5.51K and leaving 5,693 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #152.

Palumbo Wealth Management first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $500K in Q3 2021. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Palumbo Wealth Management held 5,693 shares of Public Service Enterprise Group worth $462K as of Q2 2026.
  • Palumbo Wealth Management sold 69 Public Service Enterprise Group shares in Q2 2026, an estimated $5.51K.
  • Public Service Enterprise Group made up 0.1% of Palumbo Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Palumbo Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Public Service Enterprise Group position peaked at $500K in Q3 2021.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.