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SHP Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

SHP Wealth Management’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 		$6.29K Sell
78
-9
-10% -$738 ﹤0.01% 1018
2025
Q4 		$7.03K Buy
+87
New +$7.1K ﹤0.01% 919

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's PEG Position: Q1 2026 in Review

SHP Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 10% in Q1 2026, selling an estimated $738 and leaving 78 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

SHP Wealth Management first reported a position in PEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.03K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • SHP Wealth Management held 78 shares of Public Service Enterprise Group worth $6.29K as of Q1 2026.
  • SHP Wealth Management sold 9 Public Service Enterprise Group shares in Q1 2026, an estimated $738.
  • Public Service Enterprise Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1018 holding.
  • SHP Wealth Management first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Public Service Enterprise Group position peaked at $7.03K in Q4 2025.
  • 1,288 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.