Paragon Private Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Paragon Private 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 Q1	$674K	Buy	8,321 +911	+12%	+$74.7K	0.21%	119
2025 Q4	$595K	Buy	7,410 +381	+5%	+$31.1K	0.18%	125
2025 Q3	$587K	Buy	7,029 +409	+6%	+$34.3K	0.19%	129
2025 Q2	$557K	Buy	6,620 +1,552	+31%	+$125K	0.22%	119
2025 Q1	$417K	Buy	5,068 +644	+15%	+$53.7K	0.19%	132
2024 Q4	$374K	Buy	4,424 +801	+22%	+$70.9K	0.17%	126
2024 Q3	$323K	Buy	3,623 +356	+11%	+$28.4K	0.16%	127
2024 Q2	$241K	Buy	3,267 +13	+0.4%	+$924	0.14%	138
2024 Q1	$217K	Buy	+3,254	New	+$199K	0.13%	138

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

Paragon Private Wealth Management's PEG Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Public Service Enterprise Group (PEG) stake by 12% in Q1 2026, buying an estimated $74.7K and bringing the position to 8,321 shares worth $674K. The position accounts for 0.21% of the portfolio, ranked #119.

Paragon Private Wealth Management first reported a position in PEG in Q1 2024 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Paragon Private Wealth Management held 8,321 shares of Public Service Enterprise Group worth $674K as of Q1 2026.
Paragon Private Wealth Management bought 911 Public Service Enterprise Group shares in Q1 2026, an estimated $74.7K.
Public Service Enterprise Group made up 0.21% of Paragon Private Wealth Management's portfolio in Q1 2026, its #119 holding.
Paragon Private Wealth Management first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 9 quarters since.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.