SVWAG
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Sound View Wealth Advisors Group’s Public Service Enterprise Group PEG Stock Holding History

Sound View Wealth Advisors Group’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 		$1.07M Sell
13,173
-132
-1% -$10.8K 0.07% 184
2025
Q4 		$1.07M Sell
13,305
-366
-3% -$29.9K 0.07% 182
2025
Q3 		$1.14M Buy
13,671
+95
+0.7% +$7.97K 0.08% 184
2025
Q2 		$1.14M Sell
13,576
-389
-3% -$31.4K 0.08% 171
2025
Q1 		$1.15M Sell
13,965
-197
-1% -$16.4K 0.09% 161
2024
Q4 		$1.2M Sell
14,162
-119
-0.8% -$10.5K 0.1% 164
2024
Q3 		$1.27M Sell
14,281
-97
-0.7% -$7.74K 0.1% 161
2024
Q2 		$1.06M Buy
14,378
+85
+0.6% +$6.04K 0.11% 158
2024
Q1 		$954K Buy
14,293
+99
+0.7% +$6.06K 0.1% 166
2023
Q4 		$868K Sell
14,194
-264
-2% -$16.2K 0.1% 175
2023
Q3 		$823K Buy
14,458
+424
+3% +$26.1K 0.1% 165
2023
Q2 		$879K Sell
14,034
-251
-2% -$15.7K 0.12% 164
2023
Q1 		$892K Buy
14,285
+91
+0.6% +$5.51K 0.12% 161
2022
Q4 		$868K Buy
14,194
+1,628
+13% +$94.5K 0.1% 175
2022
Q3 		$707K Buy
12,566
+13
+0.1% +$837 0.16% 126
2022
Q2 		$794K Sell
12,553
-82
-0.6% -$5.58K 0.17% 123
2022
Q1 		$884K Buy
12,635
+2
+0% +$132 0.17% 121
2021
Q4 		$843K Buy
12,633
+556
+5% +$35.2K 0.16% 130
2021
Q3 		$735K Sell
12,077
-599
-5% -$37.4K 0.15% 140
2021
Q2 		$757K Sell
12,676
-276
-2% -$17.1K 0.16% 133
2021
Q1 		$780K Buy
12,952
+350
+3% +$20.2K 0.18% 120
2020
Q4 		$735K Buy
12,602
+102
+0.8% +$5.94K 0.18% 122
2020
Q3 		$686K Sell
12,500
-142
-1% -$7.52K 0.18% 120
2020
Q2 		$622K Buy
12,642
+146
+1% +$7.28K 0.18% 118
2020
Q1 		$561K Sell
12,496
-526
-4% -$28.4K 0.19% 111
2019
Q4 		$769K Buy
13,022
+1,209
+10% +$73.3K 0.22% 108
2019
Q3 		$733K Sell
11,813
-2,303
-16% -$138K 0.22% 110
2019
Q2 		$830K Buy
+14,116
New +$841K 0.25% 102

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Sound View Wealth Advisors Group's PEG Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Public Service Enterprise Group (PEG) stake by 0.99% in Q1 2026, selling an estimated $10.8K and leaving 13,173 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #184.

Sound View Wealth Advisors Group first reported a position in PEG in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.27M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Sound View Wealth Advisors Group held 13,173 shares of Public Service Enterprise Group worth $1.07M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 132 Public Service Enterprise Group shares in Q1 2026, an estimated $10.8K.
  • Public Service Enterprise Group made up 0.07% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #184 holding.
  • Sound View Wealth Advisors Group first reported a position in Public Service Enterprise Group in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Public Service Enterprise Group position peaked at $1.27M in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.