Principia Wealth Advisory’s Public Service Enterprise Group PEG Stock Holding History

Principia Wealth Advisory’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	$2.6K	Sell	32 -5	-14%	-$399	﹤0.01%	520
2026 Q1	$3K	Buy	37 +9	+32%	+$738	﹤0.01%	410
2025 Q4	$2.25K	Buy	28 +6	+27%	+$489	﹤0.01%	431
2025 Q3	$1.84K	Buy	22 +2	+10%	+$168	﹤0.01%	455
2025 Q2	$1.68K	Buy	20 +9	+82%	+$726	﹤0.01%	425
2025 Q1	$900	Sell	11 -3	-21%	-$250	﹤0.01%	421
2024 Q4	$1.18K	Buy	+14	New	+$1.24K	﹤0.01%	333

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Principia Wealth Advisory's PEG Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Public Service Enterprise Group (PEG) stake by 14% in Q2 2026, selling an estimated $399 and leaving 32 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Principia Wealth Advisory first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Principia Wealth Advisory held 32 shares of Public Service Enterprise Group worth $2.6K as of Q2 2026.
Principia Wealth Advisory sold 5 Public Service Enterprise Group shares in Q2 2026, an estimated $399.
Public Service Enterprise Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #520 holding.
Principia Wealth Advisory first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Public Service Enterprise Group position peaked at $3K in Q1 2026.
1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.