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

River 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	$3.03M	Buy	37,388 +4,476	+14%	+$367K	0.35%	65
2025 Q4	$2.64M	Buy	32,912 +8,104	+33%	+$661K	0.3%	69
2025 Q3	$2.07M	Buy	24,808 +6,083	+32%	+$510K	0.24%	78
2025 Q2	$1.58M	Buy	18,725 +14,601	+354%	+$1.18M	0.2%	93
2025 Q1	$339K	Sell	4,124 -869	-17%	-$72.5K	0.05%	167
2024 Q4	$422K	Sell	4,993 -8	-0.2%	-$708	0.06%	163
2024 Q3	$446K	Buy	5,001 +8	+0.2%	+$638	0.06%	152
2024 Q2	$368K	Hold	4,993	–	–	0.05%	161
2024 Q1	$333K	Hold	4,993	–	–	0.05%	166
2023 Q4	$305K	Buy	4,993 +1,000	+25%	+$61.5K	0.05%	170
2023 Q3	$227K	Hold	3,993	–	–	0.04%	192
2023 Q2	$250K	Hold	3,993	–	–	0.04%	190
2023 Q1	$249K	Buy	3,993 +669	+20%	+$40.5K	0.05%	189
2022 Q4	$204K	Buy	+3,324	New	+$193K	0.04%	201
2022 Q3	–	Sell	-3,324	Closed	-$210K	–	207
2022 Q2	$210K	Hold	3,324	–	–	0.04%	206
2022 Q1	$233K	Sell	3,324 -28	-0.8%	-$1.85K	0.04%	213
2021 Q4	$224K	Buy	3,352 +28	+0.8%	+$1.77K	0.03%	215
2021 Q3	$202K	Buy	+3,324	New	+$208K	0.03%	215
2021 Q2	–	Sell	-3,324	Closed	-$200K	–	216
2021 Q1	$200K	Buy	+3,324	New	+$192K	0.04%	207
2019 Q1	–	Sell	-850	Closed	-$44K	–	385
2018 Q4	$44K	Hold	850	–	–	0.02%	259
2018 Q3	$45K	Hold	850	–	–	0.02%	284
2018 Q2	$46K	Buy	+850	New	+$43.7K	0.02%	279

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

River Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 14% in Q1 2026, buying an estimated $367K and bringing the position to 37,388 shares worth $3.03M. The position accounts for 0.35% of the portfolio, ranked #65.

River Wealth Advisors first reported a position in PEG in Q2 2018 and has held it in 22 quarters since. 1,284 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

River Wealth Advisors held 37,388 shares of Public Service Enterprise Group worth $3.03M as of Q1 2026.
River Wealth Advisors bought 4,476 Public Service Enterprise Group shares in Q1 2026, an estimated $367K.
Public Service Enterprise Group made up 0.35% of River Wealth Advisors's portfolio in Q1 2026, its #65 holding.
River Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2018 and has held it in 22 quarters since.
1,284 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.