PWMG
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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
Q3 		$113K Buy
1,673
+169
+11% +$12.7K 0.03% 160
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Private Wealth Management Group's PEG Position: Q3 2026 in Review

Private Wealth Management Group increased its Public Service Enterprise Group (PEG) stake by 11% in Q3 2026, buying an estimated $12.7K and bringing the position to 1,673 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #160.

Private Wealth Management Group first reported a position in PEG in Q4 2023 and has held it in 12 quarters since. The position peaked at $364K in Q1 2025. 1,058 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Private Wealth Management Group held 1,673 shares of Public Service Enterprise Group worth $113K as of Q3 2026.
  • Private Wealth Management Group bought 169 Public Service Enterprise Group shares in Q3 2026, an estimated $12.7K.
  • Public Service Enterprise Group made up 0.03% of Private Wealth Management Group's portfolio in Q3 2026, its #160 holding.
  • Private Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Public Service Enterprise Group position peaked at $364K in Q1 2025.
  • 1,058 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.