PWMG
PEG icon

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

Prestige Wealth Management 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 		$1.37M Sell
16,891
-20
-0.1% -$1.64K 0.27% 52
2025
Q4 		$1.36M Buy
16,911
+51
+0.3% +$4.16K 0.26% 56
2025
Q3 		$1.41M Buy
16,860
+5
+0% +$419 0.27% 52
2025
Q2 		$1.42M Buy
16,855
+6
+0% +$484 0.29% 49
2025
Q1 		$1.39M Buy
16,849
+6
+0% +$501 0.3% 50
2024
Q4 		$1.42M Buy
16,843
+757
+5% +$67K 0.3% 51
2024
Q3 		$1.44M Hold
16,086
– – 0.3% 50
2024
Q2 		$1.19M Hold
16,086
– – 0.26% 50
2024
Q1 		$1.07M Buy
16,086
+43
+0.3% +$2.63K 0.23% 56
2023
Q4 		$981K Hold
16,043
– – 0.22% 57
2023
Q3 		$913K Hold
16,043
– – 0.23% 52
2023
Q2 		$1M Buy
16,043
+612
+4% +$38.2K 0.24% 52
2023
Q1 		$964K Hold
15,431
– – 0.24% 50
2022
Q4 		$945K Buy
15,431
+21
+0.1% +$1.22K 0.25% 53
2022
Q3 		$867K Hold
15,410
– – 0.24% 47
2022
Q2 		$975K Hold
15,410
– – 0.26% 48
2022
Q1 		$1.08M Hold
15,410
– – 0.27% 50
2021
Q4 		$1.03M Hold
15,410
– – 0.25% 47
2021
Q3 		$939K Buy
15,410
+15,347
+24,360% +$958K 0.24% 49
2021
Q2 		$4K Sell
63
-15,347
-100% -$948K ﹤0.01% 688
2021
Q1 		$928K Hold
15,410
– – 0.25% 47
2020
Q4 		$899K Sell
15,410
-79
-0.5% -$4.6K 0.25% 48
2020
Q3 		$851K Hold
15,489
– – 0.26% 52
2020
Q2 		$761K Sell
15,489
-4
-0% -$199 0.27% 43
2020
Q1 		$696K Sell
15,493
-1,818
-11% -$98.2K 0.29% 38
2019
Q4 		$1.02M Sell
17,311
-18
-0.1% -$1.09K 0.56% 32
2019
Q3 		$1.08M Sell
17,329
-1,689
-9% -$101K 0.63% 26
2019
Q2 		$1.12M Buy
19,018
+1,926
+11% +$115K 0.68% 24
2019
Q1 		$1.01M Buy
17,092
+1,542
+10% +$86.2K 0.62% 28
2018
Q4 		$809K Buy
+15,550
New +$837K 0.6% 37

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

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

Prestige Wealth Management Group reduced its Public Service Enterprise Group (PEG) stake by 0.12% in Q1 2026, selling an estimated $1.64K and leaving 16,891 shares worth $1.37M. The position accounts for 0.27% of the portfolio, ranked #52.

Prestige Wealth Management Group first reported a position in PEG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.44M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Prestige Wealth Management Group held 16,891 shares of Public Service Enterprise Group worth $1.37M as of Q1 2026.
  • Prestige Wealth Management Group sold 20 Public Service Enterprise Group shares in Q1 2026, an estimated $1.64K.
  • Public Service Enterprise Group made up 0.27% of Prestige Wealth Management Group's portfolio in Q1 2026, its #52 holding.
  • Prestige Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Public Service Enterprise Group position peaked at $1.44M in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.