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

Perigon 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 		$989K Buy
12,217
+504
+4% +$41.3K 0.02% 540
2025
Q4 		$941K Buy
11,713
+3,859
+49% +$315K 0.02% 578
2025
Q3 		$655K Buy
7,854
+171
+2% +$14.3K 0.01% 650
2025
Q2 		$647K Buy
7,683
+218
+3% +$17.6K 0.02% 603
2025
Q1 		$614K Sell
7,465
-169
-2% -$14.1K 0.02% 581
2024
Q4 		$675K Sell
7,634
-76
-1% -$6.73K 0.02% 555
2024
Q3 		$688K Buy
7,710
+58
+0.8% +$4.63K 0.02% 523
2024
Q2 		$564K Sell
7,652
-166
-2% -$11.8K 0.02% 505
2024
Q1 		$522K Buy
7,818
+308
+4% +$18.9K 0.02% 526
2023
Q4 		$459K Buy
7,510
+47
+0.6% +$2.89K 0.02% 522
2023
Q3 		$425K Sell
7,463
-204
-3% -$12.5K 0.02% 481
2023
Q2 		$480K Sell
7,667
-686
-8% -$42.8K 0.02% 461
2023
Q1 		$522K Sell
8,353
-2,757
-25% -$167K 0.03% 386
2022
Q4 		$681K Buy
+11,110
New +$645K 0.04% 337
2021
Q1 		– Sell
-5,311
Closed -$310K – 881
2020
Q4 		$310K Sell
5,311
-6,478
-55% -$377K 0.04% 324
2020
Q3 		$647K Buy
11,789
+30
+0.3% +$1.59K 0.09% 180
2020
Q2 		$578K Buy
11,759
+34
+0.3% +$1.69K 0.09% 179
2020
Q1 		$621K Buy
11,725
+1,766
+18% +$95.4K 0.12% 144
2019
Q4 		$579K Buy
9,959
+19
+0.2% +$1.15K 0.12% 129
2019
Q3 		$615K Buy
+9,940
New +$594K 0.14% 104
2018
Q2 		– Sell
-120
Closed -$6K – 501
2018
Q1 		$6K Hold
120
– – ﹤0.01% 546
2017
Q4 		$6K Buy
+120
New +$6.05K ﹤0.01% 526

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Perigon Wealth Management's PEG Position: Q1 2026 in Review

Perigon Wealth Management increased its Public Service Enterprise Group (PEG) stake by 4.3% in Q1 2026, buying an estimated $41.3K and bringing the position to 12,217 shares worth $989K. The position accounts for 0.02% of the portfolio, ranked #540.

Perigon Wealth Management first reported a position in PEG in Q4 2017 and has held it in 22 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Perigon Wealth Management held 12,217 shares of Public Service Enterprise Group worth $989K as of Q1 2026.
  • Perigon Wealth Management bought 504 Public Service Enterprise Group shares in Q1 2026, an estimated $41.3K.
  • Public Service Enterprise Group made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #540 holding.
  • Perigon Wealth Management first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 22 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.