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San Luis Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

San Luis Wealth Advisors’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 		$777K Sell
9,576
-399
-4% -$31.9K 0.12% 117
2026
Q1 		$807K Sell
9,975
-302
-3% -$24.8K 0.13% 100
2025
Q4 		$825K Sell
10,277
-223
-2% -$18.2K 0.14% 105
2025
Q3 		$876K Buy
+10,500
New +$881K 0.16% 81

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

San Luis Wealth Advisors's PEG Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 4% in Q2 2026, selling an estimated $31.9K and leaving 9,576 shares worth $777K. The position accounts for 0.12% of the portfolio, ranked #117.

San Luis Wealth Advisors first reported a position in PEG in Q3 2025 and has held it in 4 quarters since. The position peaked at $876K in Q3 2025. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • San Luis Wealth Advisors held 9,576 shares of Public Service Enterprise Group worth $777K as of Q2 2026.
  • San Luis Wealth Advisors sold 399 Public Service Enterprise Group shares in Q2 2026, an estimated $31.9K.
  • Public Service Enterprise Group made up 0.12% of San Luis Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • San Luis Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 4 quarters since.
  • San Luis Wealth Advisors's Public Service Enterprise Group position peaked at $876K in Q3 2025.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.