PWPS
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Pinnacle Wealth Planning Services’s Public Service Enterprise Group PEG Stock Holding History

Pinnacle Wealth Planning Services’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 		$458K Buy
5,657
+32
+0.6% +$2.62K 0.05% 236
2025
Q4 		$452K Buy
5,625
+107
+2% +$8.73K 0.05% 224
2025
Q3 		$461K Buy
5,518
+901
+20% +$75.6K 0.05% 233
2025
Q2 		$389K Buy
4,617
+866
+23% +$69.8K 0.05% 240
2025
Q1 		$309K Buy
3,751
+62
+2% +$5.17K 0.05% 254
2024
Q4 		$312K Sell
3,689
-2,656
-42% -$235K 0.05% 242
2024
Q3 		$566K Sell
6,345
-101
-2% -$8.06K 0.08% 169
2024
Q2 		$475K Sell
6,446
-12
-0.2% -$853 0.07% 194
2024
Q1 		$431K Buy
6,458
+130
+2% +$7.96K 0.06% 218
2023
Q4 		$387K Sell
6,328
-93
-1% -$5.71K 0.06% 214
2023
Q3 		$365K Sell
6,421
-2
-0% -$123 0.06% 211
2023
Q2 		$402K Sell
6,423
-172
-3% -$10.7K 0.06% 205
2023
Q1 		$412K Buy
6,595
+154
+2% +$9.33K 0.07% 203
2022
Q4 		$395K Buy
6,441
+2,450
+61% +$142K 0.07% 204
2022
Q3 		$224K Buy
3,991
+126
+3% +$8.11K 0.04% 305
2022
Q2 		$245K Buy
3,865
+50
+1% +$3.4K 0.04% 290
2022
Q1 		$267K Buy
3,815
+1
+0% +$66 0.05% 296
2021
Q4 		$255K Buy
3,814
+13
+0.3% +$823 0.05% 294
2021
Q3 		$231K Buy
3,801
+206
+6% +$12.9K 0.05% 296
2021
Q2 		$215K Buy
3,595
+16
+0.4% +$989 0.05% 305
2021
Q1 		$216K Buy
3,579
+961
+37% +$55.4K 0.06% 284
2020
Q4 		$153K Buy
+2,618
New +$152K 0.04% 341

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 Planning Services's PEG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Public Service Enterprise Group (PEG) stake by 0.57% in Q1 2026, buying an estimated $2.62K and bringing the position to 5,657 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #236.

Pinnacle Wealth Planning Services first reported a position in PEG in Q4 2020 and has held it in 22 quarters since. The position peaked at $566K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,657 shares of Public Service Enterprise Group worth $458K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 32 Public Service Enterprise Group shares in Q1 2026, an estimated $2.62K.
  • Public Service Enterprise Group made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #236 holding.
  • Pinnacle Wealth Planning Services first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Public Service Enterprise Group position peaked at $566K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.