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

Signature Wealth Management 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 		$1.53M Sell
18,823
-543
-3% -$43.4K 0.71% 28
2026
Q1 		$1.57M Buy
19,366
+225
+1% +$18.4K 0.79% 24
2025
Q4 		$1.54M Sell
19,141
-8,500
-31% -$693K 0.76% 20
2025
Q3 		$2.31M Hold
27,641
– – 1.21% 17
2025
Q2 		$2.33M Buy
27,641
+20,099
+266% +$1.62M 1.33% 14
2025
Q1 		$621K Sell
7,542
-632
-8% -$52.7K 0.41% 49
2024
Q4 		$691K Hold
8,174
– – 0.47% 43
2024
Q3 		$729K Sell
8,174
-620
-7% -$49.5K 0.53% 44
2024
Q2 		$648K Hold
8,794
– – 0.49% 44
2024
Q1 		$587K Sell
8,794
-100
-1% -$6.12K 0.48% 47
2023
Q4 		$544K Hold
8,894
– – 0.48% 46
2023
Q3 		$506K Buy
8,894
+100
+1% +$6.14K 0.5% 48
2023
Q2 		$551K Sell
8,794
-19,801
-69% -$1.24M 0.51% 48
2023
Q1 		$1.79M Buy
28,595
+2
+0% +$121 1.66% 13
2022
Q4 		$1.75M Buy
28,593
+2
+0% +$116 1.73% 13
2022
Q3 		$1.61M Buy
28,591
+2
+0% +$129 1.77% 12
2022
Q2 		$1.81M Buy
28,589
+1
+0% +$68 1.85% 13
2022
Q1 		$2M Buy
28,588
+2
+0% +$132 1.71% 13
2021
Q4 		$1.91M Buy
28,586
+2
+0% +$127 1.62% 14
2021
Q3 		$1.74M Buy
28,584
+321
+1% +$20K 1.58% 14
2021
Q2 		$1.69M Hold
28,263
– – 1.53% 16
2021
Q1 		$1.7M Buy
28,263
+19,569
+225% +$1.13M 1.63% 14
2020
Q4 		$507K Buy
+8,694
New +$506K 0.51% 48

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

Signature Wealth Management Partners's PEG Position: Q2 2026 in Review

Signature Wealth Management Partners reduced its Public Service Enterprise Group (PEG) stake by 2.8% in Q2 2026, selling an estimated $43.4K and leaving 18,823 shares worth $1.53M. The position accounts for 0.71% of the portfolio, ranked #28.

Signature Wealth Management Partners first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.33M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Signature Wealth Management Partners held 18,823 shares of Public Service Enterprise Group worth $1.53M as of Q2 2026.
  • Signature Wealth Management Partners sold 543 Public Service Enterprise Group shares in Q2 2026, an estimated $43.4K.
  • Public Service Enterprise Group made up 0.71% of Signature Wealth Management Partners's portfolio in Q2 2026, its #28 holding.
  • Signature Wealth Management Partners first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • Signature Wealth Management Partners's Public Service Enterprise Group position peaked at $2.33M in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Signature Wealth Management Partners's 13F filing for Q2 2026, filed 29 Jul 2026.