Sequoia Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sequoia Financial 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	$2.77M	Buy	34,091 +5,796	+20%	+$463K	0.01%	504
2026 Q1	$2.29M	Buy	28,295 +638	+2%	+$52.3K	0.01%	560
2025 Q4	$2.22M	Buy	27,657 +3,117	+13%	+$254K	0.01%	540
2025 Q3	$2.05M	Buy	24,540 +468	+2%	+$39.3K	0.01%	514
2025 Q2	$2.03M	Buy	24,072 +3,650	+18%	+$294K	0.01%	471
2025 Q1	$1.68M	Sell	20,422 -859	-4%	-$71.7K	0.01%	479
2024 Q4	$1.8M	Buy	21,281 +1,435	+7%	+$127K	0.02%	431
2024 Q3	$1.77M	Buy	19,846 +575	+3%	+$45.9K	0.02%	400
2024 Q2	$1.42M	Buy	19,271 +8,203	+74%	+$583K	0.02%	408
2024 Q1	$739K	Sell	11,068 -2,427	-18%	-$149K	0.01%	568
2023 Q4	$825K	Buy	13,495 +5,700	+73%	+$350K	0.01%	587
2023 Q3	$444K	Sell	7,795 -351	-4%	-$21.6K	0.01%	552
2023 Q2	$510K	Buy	8,146 +533	+7%	+$33.3K	0.01%	516
2023 Q1	$475K	Buy	7,613 +1,524	+25%	+$92.3K	0.01%	473
2022 Q4	$373K	Buy	+6,089	New	+$353K	0.01%	518
2022 Q2	–	Sell	-3,062	Closed	-$214K	–	660
2022 Q1	$214K	Buy	+3,062	New	+$203K	0.01%	606

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sequoia Financial Advisors's PEG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Public Service Enterprise Group (PEG) stake by 20% in Q2 2026, buying an estimated $463K and bringing the position to 34,091 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #504.

Sequoia Financial Advisors first reported a position in PEG in Q1 2022 and has held it in 16 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Sequoia Financial Advisors held 34,091 shares of Public Service Enterprise Group worth $2.77M as of Q2 2026.
Sequoia Financial Advisors bought 5,796 Public Service Enterprise Group shares in Q2 2026, an estimated $463K.
Public Service Enterprise Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #504 holding.
Sequoia Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 16 quarters since.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.