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

SOA 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	$34.9K	Hold	430	–	–	0.01%	444
2026 Q1	$34.8K	Hold	430	–	–	0.01%	427
2025 Q4	$34.5K	Hold	430	–	–	0.01%	424
2025 Q3	$35.9K	Hold	430	–	–	0.01%	425
2025 Q2	$36.2K	Hold	430	–	–	0.01%	415
2025 Q1	$35.4K	Hold	430	–	–	0.01%	389
2024 Q4	$36.3K	Hold	430	–	–	0.01%	374
2024 Q3	$38.4K	Hold	430	–	–	0.01%	363
2024 Q2	$31.7K	Hold	430	–	–	0.01%	372
2024 Q1	$28.7K	Hold	430	–	–	0.01%	387
2023 Q4	$26.3K	Hold	430	–	–	0.01%	382
2023 Q3	$24.5K	Hold	430	–	–	0.01%	386
2023 Q2	$26.9K	Hold	430	–	–	0.01%	381
2023 Q1	$26.9K	Hold	430	–	–	0.01%	373
2022 Q4	$26.3K	Hold	430	–	–	0.01%	365
2022 Q3	$24K	Hold	430	–	–	0.01%	357
2022 Q2	$27K	Hold	430	–	–	0.01%	343
2022 Q1	$30K	Hold	430	–	–	0.01%	391
2021 Q4	$28K	Hold	430	–	–	0.01%	388
2021 Q3	$26K	Hold	430	–	–	0.01%	407
2021 Q2	$25K	Hold	430	–	–	0.01%	420
2021 Q1	$25K	Hold	430	–	–	0.01%	366
2020 Q4	$25K	Buy	+430	New	+$25K	0.01%	364

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

SOA Wealth Advisors's PEG Position: Q2 2026 in Review

SOA Wealth Advisors held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 430 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #444.

SOA Wealth Advisors first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.4K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

SOA Wealth Advisors held 430 shares of Public Service Enterprise Group worth $34.9K as of Q2 2026.
SOA Wealth Advisors left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #444 holding.
SOA Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Public Service Enterprise Group position peaked at $38.4K in Q3 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.