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
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 $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

Provenance Wealth Advisors's PEG Position: Q1 2026 in Review

Provenance Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 50 shares — an estimated $4.01K sold.

Provenance Wealth Advisors first reported a position in PEG in Q4 2023 and held it in 9 quarters. The position peaked at $4.46K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Provenance Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Provenance Wealth Advisors sold 50 Public Service Enterprise Group shares in Q1 2026, an estimated $4.01K.
  • Provenance Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 9 quarters.
  • Provenance Wealth Advisors's Public Service Enterprise Group position peaked at $4.46K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Provenance Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.