SteelPeak Wealth’s Public Service Enterprise Group PEG Stock Holding History

SteelPeak Wealth’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	-3,303	Closed	-$267K	–	688
2026 Q1	$267K	Buy	+3,303	New	+$271K	0.01%	483
2025 Q4	–	Sell	-2,550	Closed	-$213K	–	612
2025 Q3	$213K	Buy	+2,550	New	+$214K	0.01%	529
2024 Q3	–	Sell	-27,620	Closed	-$2.04M	–	586
2024 Q2	$2.04M	Buy	27,620 +20,056	+265%	+$1.43M	0.09%	161
2024 Q1	$505K	Buy	7,564 +1,000	+15%	+$61.2K	0.03%	297
2023 Q4	$401K	Sell	6,564 -2,200	-25%	-$135K	0.02%	306
2023 Q3	$499K	Buy	+8,764	New	+$538K	0.03%	261
2021 Q4	–	Sell	-6,484	Closed	-$395K	–	456
2021 Q3	$395K	Sell	6,484 -5,362	-45%	-$335K	0.03%	281
2021 Q2	$708K	Buy	+11,846	New	+$732K	0.05%	226

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SteelPeak Wealth's PEG Position: Q2 2026 in Review

SteelPeak Wealth sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 3,303 shares — an estimated $267K sold.

SteelPeak Wealth first reported a position in PEG in Q2 2021 and held it in 8 quarters. The position peaked at $2.04M in Q2 2024. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

SteelPeak Wealth reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 3,303 Public Service Enterprise Group shares in Q2 2026, an estimated $267K.
SteelPeak Wealth first reported a position in Public Service Enterprise Group in Q2 2021 and held it in 8 quarters.
SteelPeak Wealth's Public Service Enterprise Group position peaked at $2.04M in Q2 2024.
1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.