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Spectrum Wealth Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Spectrum Wealth Advisory 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 		$212K Buy
2,619
+15
+0.6% +$1.23K 0.08% 56
2025
Q4 		$209K Sell
2,604
-126
-5% -$10.3K 0.08% 57
2025
Q3 		$228K Buy
2,730
+126
+5% +$10.6K 0.09% 59
2025
Q2 		$219K Hold
2,604
– – 0.1% 59
2025
Q1 		$214K Hold
2,604
– – 0.1% 54
2024
Q4 		$220K Buy
+2,604
New +$230K 0.1% 53

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

Spectrum Wealth Advisory Group's PEG Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its Public Service Enterprise Group (PEG) stake by 0.58% in Q1 2026, buying an estimated $1.23K and bringing the position to 2,619 shares worth $212K. The position accounts for 0.08% of the portfolio, ranked #56.

Spectrum Wealth Advisory Group first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $228K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Spectrum Wealth Advisory Group held 2,619 shares of Public Service Enterprise Group worth $212K as of Q1 2026.
  • Spectrum Wealth Advisory Group bought 15 Public Service Enterprise Group shares in Q1 2026, an estimated $1.23K.
  • Public Service Enterprise Group made up 0.08% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #56 holding.
  • Spectrum Wealth Advisory Group first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
  • Spectrum Wealth Advisory Group's Public Service Enterprise Group position peaked at $228K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.