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Strategies Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Strategies Wealth Advisors’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 		$401K Buy
4,936
+206
+4% +$16.5K 0.04% 135
2026
Q1 		$383K Sell
4,730
-480
-9% -$39.4K 0.04% 121
2025
Q4 		$418K Buy
+5,210
New +$425K 0.04% 116

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

Strategies Wealth Advisors's PEG Position: Q2 2026 in Review

Strategies Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 4.4% in Q2 2026, buying an estimated $16.5K and bringing the position to 4,936 shares worth $401K. The position accounts for 0.04% of the portfolio, ranked #135.

Strategies Wealth Advisors first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $418K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Strategies Wealth Advisors held 4,936 shares of Public Service Enterprise Group worth $401K as of Q2 2026.
  • Strategies Wealth Advisors bought 206 Public Service Enterprise Group shares in Q2 2026, an estimated $16.5K.
  • Public Service Enterprise Group made up 0.04% of Strategies Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • Strategies Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's Public Service Enterprise Group position peaked at $418K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.