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

Sagespring 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
Q2 		$418K Buy
5,154
+873
+20% +$69.7K 0.01% 577
2026
Q1 		$347K Sell
4,281
-612
-13% -$50.2K 0.01% 604
2025
Q4 		$393K Sell
4,893
-3,917
-44% -$320K 0.01% 541
2025
Q3 		$735K Sell
8,810
-2,696
-23% -$226K 0.01% 365
2025
Q2 		$969K Buy
11,506
+701
+6% +$56.5K 0.02% 288
2025
Q1 		$889K Buy
10,805
+1,046
+11% +$87.3K 0.02% 260
2024
Q4 		$825K Buy
+9,759
New +$864K 0.02% 250

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

Sagespring Wealth Partners's PEG Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Public Service Enterprise Group (PEG) stake by 20% in Q2 2026, buying an estimated $69.7K and bringing the position to 5,154 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #577.

Sagespring Wealth Partners first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $969K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Sagespring Wealth Partners held 5,154 shares of Public Service Enterprise Group worth $418K as of Q2 2026.
  • Sagespring Wealth Partners bought 873 Public Service Enterprise Group shares in Q2 2026, an estimated $69.7K.
  • Public Service Enterprise Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #577 holding.
  • Sagespring Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Public Service Enterprise Group position peaked at $969K in Q2 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.