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Sage Private Wealth Group’s Public Service Enterprise Group PEG Stock Holding History

Sage Private Wealth Group’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 		$299K Buy
3,695
+821
+29% +$67.3K 0.15% 76
2025
Q4 		$231K Buy
2,874
+43
+2% +$3.51K 0.12% 87
2025
Q3 		$236K Buy
2,831
+133
+5% +$11.2K 0.13% 87
2025
Q2 		$227K Buy
+2,698
New +$218K 0.15% 82
2025
Q1 		– Sell
-2,384
Closed -$201K – 92
2024
Q4 		$201K Buy
+2,384
New +$211K 0.15% 84

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

Sage Private Wealth Group's PEG Position: Q1 2026 in Review

Sage Private Wealth Group increased its Public Service Enterprise Group (PEG) stake by 29% in Q1 2026, buying an estimated $67.3K and bringing the position to 3,695 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #76.

Sage Private Wealth Group first reported a position in PEG in Q4 2024 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Sage Private Wealth Group held 3,695 shares of Public Service Enterprise Group worth $299K as of Q1 2026.
  • Sage Private Wealth Group bought 821 Public Service Enterprise Group shares in Q1 2026, an estimated $67.3K.
  • Public Service Enterprise Group made up 0.15% of Sage Private Wealth Group's portfolio in Q1 2026, its #76 holding.
  • Sage Private Wealth Group first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 5 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.