Strategic Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Strategic Wealth Partners’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	$387K	Hold	4,779	–	–	0.03%	221
2025 Q4	$384K	Buy	+4,779	New	+$390K	0.03%	231
2024 Q1	–	Sell	-3,998	Closed	-$244K	–	300
2023 Q4	$244K	Sell	3,998 -24,001	-86%	-$1.47M	0.03%	247
2023 Q3	$1.59M	Sell	27,999 -4,613	-14%	-$283K	0.21%	119
2023 Q2	$2.04M	Sell	32,612 -618	-2%	-$38.6K	0.26%	110
2023 Q1	$2.08M	Sell	33,230 -2,608	-7%	-$158K	0.32%	88
2022 Q4	$2.2M	Sell	35,838 -2,001	-5%	-$116K	0.41%	77
2022 Q3	$2.13M	Sell	37,839 -29	-0.1%	-$1.87K	0.45%	74
2022 Q2	$2.4M	Buy	+37,868	New	+$2.57M	0.52%	66
2019 Q4	–	Sell	-81	Closed	-$4	–	394
2019 Q3	$4	Hold	81	–	–	﹤0.01%	662
2019 Q2	$4K	Sell	81 -70	-46%	-$4.17K	﹤0.01%	664
2019 Q1	$9K	Hold	151	–	–	﹤0.01%	576
2018 Q4	$8K	Hold	151	–	–	﹤0.01%	523
2018 Q3	$8K	Sell	151 -55	-27%	-$2.87K	﹤0.01%	524
2018 Q2	$11K	Sell	206 -5,642	-96%	-$290K	0.01%	505
2018 Q1	$294K	Sell	5,848 -1,455	-20%	-$71.4K	0.15%	132
2017 Q4	$368K	Buy	+7,303	New	+$368K	0.2%	122

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Strategic Wealth Partners's PEG Position: Q1 2026 in Review

Strategic Wealth Partners held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 4,779 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #221.

Strategic Wealth Partners first reported a position in PEG in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.4M in Q2 2022. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Strategic Wealth Partners held 4,779 shares of Public Service Enterprise Group worth $387K as of Q1 2026.
Strategic Wealth Partners left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #221 holding.
Strategic Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 17 quarters since.
Strategic Wealth Partners's Public Service Enterprise Group position peaked at $2.4M in Q2 2022.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.