PWPS
PEG icon

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
Q2 		$460K Buy
5,669
+12
+0.2% +$958 0.04% 246
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Pinnacle Wealth Planning Services's PEG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Public Service Enterprise Group (PEG) stake by 0.21% in Q2 2026, buying an estimated $958 and bringing the position to 5,669 shares worth $460K. The position accounts for 0.04% of the portfolio, ranked #246.

Pinnacle Wealth Planning Services first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $566K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,669 shares of Public Service Enterprise Group worth $460K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 12 Public Service Enterprise Group shares in Q2 2026, an estimated $958.
  • Public Service Enterprise Group made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #246 holding.
  • Pinnacle Wealth Planning Services first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • Pinnacle Wealth Planning Services's Public Service Enterprise Group position peaked at $566K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.