PWA
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Provenance Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Provenance Wealth Advisors’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 		$1.38K Buy
+17
New +$1.36K ﹤0.01% 482
2026
Q1 		– Sell
-50
Closed -$4.01K – 430
2025
Q4 		$4.01K Hold
50
– – ﹤0.01% 348
2025
Q3 		$4.17K Hold
50
– – ﹤0.01% 362
2025
Q2 		$4.21K Hold
50
– – ﹤0.01% 349
2025
Q1 		$4.12K Hold
50
– – ﹤0.01% 358
2024
Q4 		$4.22K Hold
50
– – ﹤0.01% 376
2024
Q3 		$4.46K Hold
50
– – ﹤0.01% 405
2024
Q2 		$3.69K Hold
50
– – ﹤0.01% 338
2024
Q1 		$3.34K Hold
50
– – ﹤0.01% 371
2023
Q4 		$3.06K Buy
+50
New +$3.07K ﹤0.01% 402

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

Provenance Wealth Advisors's PEG Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 17 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in PEG as recently as Q4 2025.

Provenance Wealth Advisors first reported a position in PEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.46K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Provenance Wealth Advisors held 17 shares of Public Service Enterprise Group worth $1.38K as of Q2 2026.
  • Public Service Enterprise Group was a new Provenance Wealth Advisors position in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #482 holding.
  • Provenance Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 10 quarters since.
  • Provenance Wealth Advisors's Public Service Enterprise Group position peaked at $4.46K in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.