PWMG
PEG icon

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

Private 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 		$122K Sell
1,504
-1,565
-51% -$128K 0.03% 120
2025
Q4 		$246K Buy
3,069
+17
+0.6% +$1.39K 0.07% 81
2025
Q3 		$255K Buy
3,052
+17
+0.6% +$1.43K 0.07% 76
2025
Q2 		$256K Sell
3,035
-1,384
-31% -$112K 0.08% 72
2025
Q1 		$364K Buy
4,419
+3,549
+408% +$296K 0.13% 59
2024
Q4 		$73.5K Hold
870
– – 0.03% 144
2024
Q3 		$77.6K Hold
870
– – 0.03% 125
2024
Q2 		$64.1K Hold
870
– – 0.03% 140
2024
Q1 		$58.1K Hold
870
– – 0.03% 145
2023
Q4 		$53.2K Buy
+870
New +$53.5K 0.03% 150

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

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

Private Wealth Management Group reduced its Public Service Enterprise Group (PEG) stake by 51% in Q1 2026, selling an estimated $128K and leaving 1,504 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #120.

Private Wealth Management Group first reported a position in PEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $364K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Private Wealth Management Group held 1,504 shares of Public Service Enterprise Group worth $122K as of Q1 2026.
  • Private Wealth Management Group sold 1,565 Public Service Enterprise Group shares in Q1 2026, an estimated $128K.
  • Public Service Enterprise Group made up 0.03% of Private Wealth Management Group's portfolio in Q1 2026, its #120 holding.
  • Private Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Public Service Enterprise Group position peaked at $364K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.