PWA
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Portus Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Portus Wealth Advisors’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 		– Sell
-10
Closed -$810 – 388
2026
Q1 		$810 Buy
+10
New +$820 ﹤0.01% 430

Other funds holding PEG

BlackRock
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Vanguard Capital Management
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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

Portus Wealth Advisors's PEG Position: Q2 2026 in Review

Portus Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 10 shares — an estimated $810 sold.

Portus Wealth Advisors first reported a position in PEG in Q1 2026 and held it in 1 quarter. The position peaked at $810 in Q1 2026. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 10 Public Service Enterprise Group shares in Q2 2026, an estimated $810.
  • Portus Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Public Service Enterprise Group position peaked at $810 in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.