SPWG
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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
Q2 		– Sell
-3,695
Closed -$299K – 104
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 $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

Sage Private Wealth Group's PEG Position: Q2 2026 in Review

Sage Private Wealth Group sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 3,695 shares — an estimated $299K sold.

Sage Private Wealth Group first reported a position in PEG in Q4 2024 and held it in 5 quarters. The position peaked at $299K in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Sage Private Wealth Group reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Sage Private Wealth Group sold 3,695 Public Service Enterprise Group shares in Q2 2026, an estimated $299K.
  • Sage Private Wealth Group first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 5 quarters.
  • Sage Private Wealth Group's Public Service Enterprise Group position peaked at $299K in Q1 2026.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.