Pinnacle Wealth Management Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$608K	Buy	7,492 +1,752	+31%	+$140K	0.04%	253
2026 Q1	$465K	Sell	5,740 -161	-3%	-$13.2K	0.03%	287
2025 Q4	$474K	Buy	5,901 +253	+4%	+$20.6K	0.03%	284
2025 Q3	$471K	Sell	5,648 -19	-0.3%	-$1.59K	0.04%	238
2025 Q2	$477K	Sell	5,667 -120	-2%	-$9.68K	0.04%	227
2025 Q1	$476K	Buy	5,787 +374	+7%	+$31.2K	0.04%	216
2024 Q4	$457K	Sell	5,413 -153	-3%	-$13.5K	0.04%	213
2024 Q3	$497K	Buy	5,566 +146	+3%	+$11.7K	0.05%	203
2024 Q2	$399K	Buy	5,420 +25	+0.5%	+$1.78K	0.04%	222
2024 Q1	$360K	Sell	5,395 -114	-2%	-$6.98K	0.04%	230
2023 Q4	$337K	Sell	5,509 -496	-8%	-$30.5K	0.04%	229
2023 Q3	$342K	Sell	6,005 -346	-5%	-$21.3K	0.04%	216
2023 Q2	$398K	Buy	6,351 +391	+7%	+$24.4K	0.05%	209
2023 Q1	$372K	Sell	5,960 -641	-10%	-$38.8K	0.05%	211
2022 Q4	$404K	Sell	6,601 -52	-0.8%	-$3.02K	0.06%	190
2022 Q3	$374K	Buy	6,653 +193	+3%	+$12.4K	0.06%	189
2022 Q2	$409K	Sell	6,460 -545	-8%	-$37.1K	0.07%	186
2022 Q1	$490K	Sell	7,005 -20	-0.3%	-$1.32K	0.07%	185
2021 Q4	$469K	Buy	7,025 +595	+9%	+$37.7K	0.08%	180
2021 Q3	$392K	Sell	6,430 -302	-4%	-$18.9K	0.09%	160
2021 Q2	$402K	Buy	6,732 +1,466	+28%	+$90.6K	0.09%	159
2021 Q1	$317K	Sell	5,266 -50	-0.9%	-$2.88K	0.09%	149
2020 Q4	$310K	Sell	5,316 -70	-1%	-$4.08K	0.09%	143
2020 Q3	$296K	Buy	5,386 +5	+0.1%	+$265	0.1%	146
2020 Q2	$265K	Buy	+5,381	New	+$268K	0.1%	148
2017 Q2	–	Sell	-4,621	Closed	-$205K	–	139
2017 Q1	$205K	Sell	4,621 -500	-10%	-$22.1K	0.14%	123
2016 Q4	$225K	Hold	5,121	–	–	0.16%	116
2016 Q3	$214K	Buy	5,121 +160	+3%	+$7.05K	0.16%	117
2016 Q2	$231K	Buy	4,961 +90	+2%	+$4.08K	0.18%	106
2016 Q1	$230K	Buy	+4,871	New	+$207K	0.2%	98

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

Pinnacle Wealth Management Advisory Group's PEG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Public Service Enterprise Group (PEG) stake by 31% in Q2 2026, buying an estimated $140K and bringing the position to 7,492 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #253.

Pinnacle Wealth Management Advisory Group first reported a position in PEG in Q1 2016 and has held it in 30 quarters since. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 7,492 shares of Public Service Enterprise Group worth $608K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,752 Public Service Enterprise Group shares in Q2 2026, an estimated $140K.
Public Service Enterprise Group made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #253 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Public Service Enterprise Group in Q1 2016 and has held it in 30 quarters since.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.