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

Rockline 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 Q1	–	Sell	-29,112	Closed	-$2.34M	–	118
2025 Q4	$2.34M	Buy	29,112 +616	+2%	+$50.3K	0.48%	49
2025 Q3	$2.38M	Buy	28,496 +660	+2%	+$55.4K	0.49%	49
2025 Q2	$2.34M	Buy	27,836 +359	+1%	+$29K	0.55%	48
2025 Q1	$2.26M	Buy	27,477 +1,427	+5%	+$119K	0.63%	50
2024 Q4	$2.2M	Buy	26,050 +2,139	+9%	+$189K	0.59%	51
2024 Q3	$2.13M	Buy	23,911 +1,453	+6%	+$116K	0.6%	52
2024 Q2	$1.66M	Buy	22,458 +2,112	+10%	+$150K	0.51%	52
2024 Q1	$1.36M	Buy	20,346 +965	+5%	+$59.1K	0.47%	53
2023 Q4	$1.19M	Buy	+19,381	New	+$1.19M	0.49%	53

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

Rockline Wealth Management's PEG Position: Q1 2026 in Review

Rockline Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 29,112 shares — an estimated $2.34M sold.

Rockline Wealth Management first reported a position in PEG in Q4 2023 and held it in 9 quarters. The position peaked at $2.38M in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Rockline Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Rockline Wealth Management sold 29,112 Public Service Enterprise Group shares in Q1 2026, an estimated $2.34M.
Rockline Wealth Management first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 9 quarters.
Rockline Wealth Management's Public Service Enterprise Group position peaked at $2.38M in Q3 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.