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

Spire Wealth Management’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 		$217K Buy
2,669
+15
+0.6% +$1.2K 0.01% 758
2026
Q1 		$215K Sell
2,654
-377
-12% -$30.9K 0.01% 753
2025
Q4 		$243K Sell
3,031
-530
-15% -$43.2K 0.01% 748
2025
Q3 		$297K Buy
3,561
+92
+3% +$7.72K 0.01% 675
2025
Q2 		$292K Sell
3,469
-2,184
-39% -$176K 0.01% 655
2025
Q1 		$465K Buy
5,653
+446
+9% +$37.2K 0.01% 577
2024
Q4 		$440K Buy
5,207
+121
+2% +$10.7K 0.01% 584
2024
Q3 		$454K Buy
5,086
+142
+3% +$11.3K 0.02% 540
2024
Q2 		$364K Sell
4,944
-597
-11% -$42.4K 0.01% 556
2024
Q1 		$370K Buy
5,541
+62
+1% +$3.8K 0.01% 599
2023
Q4 		$321K Buy
5,479
+189
+4% +$11.6K 0.01% 632
2023
Q3 		$301K Sell
5,290
-43
-0.8% -$2.64K 0.01% 592
2023
Q2 		$334K Sell
5,333
-457
-8% -$28.5K 0.01% 590
2023
Q1 		$362K Buy
5,790
+665
+13% +$40.3K 0.01% 573
2022
Q4 		$314K Sell
5,125
-38
-0.7% -$2.21K 0.02% 452
2022
Q3 		$290K Buy
5,163
+681
+15% +$43.9K 0.02% 451
2022
Q2 		$284K Sell
4,482
-1,151
-20% -$78.3K 0.01% 650
2022
Q1 		$394K Sell
5,633
-6,155
-52% -$407K 0.01% 641
2021
Q4 		$787K Buy
11,788
+5,154
+78% +$326K 0.02% 550
2021
Q3 		$404K Buy
6,634
+776
+13% +$48.5K 0.01% 663
2021
Q2 		$350K Sell
5,858
-5,235
-47% -$323K 0.01% 723
2021
Q1 		$663K Buy
+11,093
New +$640K 0.02% 575

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

Spire Wealth Management's PEG Position: Q2 2026 in Review

Spire Wealth Management increased its Public Service Enterprise Group (PEG) stake by 0.57% in Q2 2026, buying an estimated $1.2K and bringing the position to 2,669 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #758.

Spire Wealth Management first reported a position in PEG in Q1 2021 and has held it in 22 quarters since. The position peaked at $787K in Q4 2021. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Spire Wealth Management held 2,669 shares of Public Service Enterprise Group worth $217K as of Q2 2026.
  • Spire Wealth Management bought 15 Public Service Enterprise Group shares in Q2 2026, an estimated $1.2K.
  • Public Service Enterprise Group made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #758 holding.
  • Spire Wealth Management first reported a position in Public Service Enterprise Group in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Public Service Enterprise Group position peaked at $787K in Q4 2021.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.