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

Private Wealth Asset Management’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 		$950K Hold
11,710
– – 0.09% 133
2026
Q1 		$948K Hold
11,710
– – 0.1% 129
2025
Q4 		$940K Hold
11,710
– – 0.1% 128
2025
Q3 		$977K Hold
11,710
– – 0.12% 119
2025
Q2 		$986K Sell
11,710
-18
-0.2% -$1.45K 0.13% 114
2025
Q1 		$965K Buy
+11,728
New +$978K 0.14% 107

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Private Wealth Asset Management's PEG Position: Q2 2026 in Review

Private Wealth Asset Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 11,710 shares worth $950K. The position accounts for 0.09% of the portfolio, ranked #133.

Private Wealth Asset Management first reported a position in PEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $986K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Private Wealth Asset Management held 11,710 shares of Public Service Enterprise Group worth $950K as of Q2 2026.
  • Private Wealth Asset Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.09% of Private Wealth Asset Management's portfolio in Q2 2026, its #133 holding.
  • Private Wealth Asset Management first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's Public Service Enterprise Group position peaked at $986K in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.