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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
Q2 		$3.24M Buy
39,894
+2,506
+7% +$200K 0.34% 64
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
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

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

River Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 6.7% in Q2 2026, buying an estimated $200K and bringing the position to 39,894 shares worth $3.24M. The position accounts for 0.34% of the portfolio, ranked #64.

River Wealth Advisors first reported a position in PEG in Q2 2018 and has held it in 23 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • River Wealth Advisors held 39,894 shares of Public Service Enterprise Group worth $3.24M as of Q2 2026.
  • River Wealth Advisors bought 2,506 Public Service Enterprise Group shares in Q2 2026, an estimated $200K.
  • Public Service Enterprise Group made up 0.34% of River Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • River Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2018 and has held it in 23 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.