SOS
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Silver Oak Securities’s Public Service Enterprise Group PEG Stock Holding History

Silver Oak Securities’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 		– Sell
-2,563
Closed -$207K – 881
2026
Q1 		$207K Hold
2,563
– – 0.02% 725
2025
Q4 		$207K Buy
2,563
+201
+9% +$16.4K 0.01% 747
2025
Q3 		$197K Sell
2,362
-32
-1% -$2.68K 0.01% 706
2025
Q2 		$202K Sell
2,394
-146
-6% -$11.8K 0.02% 642
2025
Q1 		$207K Sell
2,540
-3,555
-58% -$297K 0.02% 587
2024
Q4 		$515K Sell
6,095
-351
-5% -$31.1K 0.05% 370
2024
Q3 		$569K Buy
+6,446
New +$514K 0.06% 305

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

Silver Oak Securities's PEG Position: Q2 2026 in Review

Silver Oak Securities sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 2,563 shares — an estimated $207K sold.

Silver Oak Securities first reported a position in PEG in Q3 2024 and held it in 7 quarters. The position peaked at $569K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Silver Oak Securities reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 2,563 Public Service Enterprise Group shares in Q2 2026, an estimated $207K.
  • Silver Oak Securities first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 7 quarters.
  • Silver Oak Securities's Public Service Enterprise Group position peaked at $569K in Q3 2024.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.