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 Q2	$122K	Hold	1,504	–	–	0.03%	150
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 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

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

Private Wealth Management Group held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 1,504 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #150.

Private Wealth Management Group first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $364K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Private Wealth Management Group held 1,504 shares of Public Service Enterprise Group worth $122K as of Q2 2026.
Private Wealth Management Group left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #150 holding.
Private Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Public Service Enterprise Group position peaked at $364K in Q1 2025.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.