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RWA Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

RWA Wealth Partners’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 		$239K Buy
2,949
+13
+0.4% +$1.07K ﹤0.01% 583
2025
Q4 		$236K Sell
2,936
-833
-22% -$68K ﹤0.01% 570
2025
Q3 		$315K Buy
3,769
+44
+1% +$3.69K ﹤0.01% 523
2025
Q2 		$314K Buy
3,725
+184
+5% +$14.8K ﹤0.01% 503
2025
Q1 		$291K Buy
3,541
+51
+1% +$4.25K ﹤0.01% 483
2024
Q4 		$295K Sell
3,490
-902
-21% -$79.8K ﹤0.01% 491
2024
Q3 		$392K Buy
4,392
+2
+0% +$160 ﹤0.01% 439
2024
Q2 		$324K Hold
4,390
– – ﹤0.01% 447
2024
Q1 		$293K Sell
4,390
-74
-2% -$4.53K ﹤0.01% 463
2023
Q4 		$273K Buy
4,464
+74
+2% +$4.55K ﹤0.01% 456
2023
Q3 		$250K Buy
4,390
+198
+5% +$12.2K 0.01% 337
2023
Q2 		$262K Sell
4,192
-1,602
-28% -$100K 0.01% 289
2023
Q1 		$362K Hold
5,794
– – 0.01% 198
2022
Q4 		$371K Buy
5,794
+1,887
+48% +$110K 0.01% 201
2022
Q3 		$220K Hold
3,907
– – 0.02% 219
2022
Q2 		$247K Hold
3,907
– – 0.02% 213
2022
Q1 		$273K Buy
3,907
+900
+30% +$59.6K 0.02% 216
2021
Q4 		$201K Buy
+3,007
New +$190K 0.01% 243
2018
Q3 		– Sell
-3,224
Closed -$175K – 575
2018
Q2 		$175K Buy
3,224
+1,602
+99% +$82.3K 0.02% 243
2018
Q1 		$81K Buy
+1,622
New +$79.6K 0.01% 283

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

RWA Wealth Partners's PEG Position: Q1 2026 in Review

RWA Wealth Partners increased its Public Service Enterprise Group (PEG) stake by 0.44% in Q1 2026, buying an estimated $1.07K and bringing the position to 2,949 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

RWA Wealth Partners first reported a position in PEG in Q1 2018 and has held it in 20 quarters since. The position peaked at $392K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • RWA Wealth Partners held 2,949 shares of Public Service Enterprise Group worth $239K as of Q1 2026.
  • RWA Wealth Partners bought 13 Public Service Enterprise Group shares in Q1 2026, an estimated $1.07K.
  • Public Service Enterprise Group made up ﹤0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #583 holding.
  • RWA Wealth Partners first reported a position in Public Service Enterprise Group in Q1 2018 and has held it in 20 quarters since.
  • RWA Wealth Partners's Public Service Enterprise Group position peaked at $392K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.