SWP
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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
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 $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

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

Sagespring Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 13% in Q1 2026, selling an estimated $50.2K and leaving 4,281 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #604.

Sagespring Wealth Partners first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $969K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Sagespring Wealth Partners held 4,281 shares of Public Service Enterprise Group worth $347K as of Q1 2026.
  • Sagespring Wealth Partners sold 612 Public Service Enterprise Group shares in Q1 2026, an estimated $50.2K.
  • Public Service Enterprise Group made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #604 holding.
  • Sagespring Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Public Service Enterprise Group position peaked at $969K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.