PWMAG
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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
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
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

Pinnacle Wealth Management Advisory Group's PEG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Public Service Enterprise Group (PEG) stake by 2.7% in Q1 2026, selling an estimated $13.2K and leaving 5,740 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #287.

Pinnacle Wealth Management Advisory Group first reported a position in PEG in Q1 2016 and has held it in 29 quarters since. The position peaked at $497K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 5,740 shares of Public Service Enterprise Group worth $465K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 161 Public Service Enterprise Group shares in Q1 2026, an estimated $13.2K.
  • Public Service Enterprise Group made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #287 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Public Service Enterprise Group in Q1 2016 and has held it in 29 quarters since.
  • Pinnacle Wealth Management Advisory Group's Public Service Enterprise Group position peaked at $497K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.