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Robertson Stephens Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Robertson Stephens Wealth Management’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 		$231K Buy
+2,852
New +$228K 0.01% 589
2026
Q1 		– Sell
-4,130
Closed -$332K – 647
2025
Q4 		$332K Sell
4,130
-75
-2% -$6.12K 0.01% 506
2025
Q3 		$351K Buy
4,205
+1,742
+71% +$146K 0.01% 418
2025
Q2 		$207K Buy
2,463
+6
+0.2% +$484 0.01% 529
2025
Q1 		$202K Sell
2,457
-26
-1% -$2.17K 0.01% 530
2024
Q4 		$210K Sell
2,483
-2,914
-54% -$258K 0.01% 537
2024
Q3 		$481K Buy
+5,397
New +$431K 0.02% 423

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

Robertson Stephens Wealth Management's PEG Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 2,852 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in PEG as recently as Q4 2025.

Robertson Stephens Wealth Management first reported a position in PEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $481K in Q3 2024. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,852 shares of Public Service Enterprise Group worth $231K as of Q2 2026.
  • Public Service Enterprise Group was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Public Service Enterprise Group made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Robertson Stephens Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 7 quarters since.
  • Robertson Stephens Wealth Management's Public Service Enterprise Group position peaked at $481K in Q3 2024.
  • 1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.