SWA
PEG icon

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
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 $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

Strategies Wealth Advisors's PEG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Public Service Enterprise Group (PEG) stake by 9.2% in Q1 2026, selling an estimated $39.4K and leaving 4,730 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #121.

Strategies Wealth Advisors first reported a position in PEG in Q4 2025 and has held it in 2 quarters since. The position peaked at $418K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Strategies Wealth Advisors held 4,730 shares of Public Service Enterprise Group worth $383K as of Q1 2026.
  • Strategies Wealth Advisors sold 480 Public Service Enterprise Group shares in Q1 2026, an estimated $39.4K.
  • Public Service Enterprise Group made up 0.04% of Strategies Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • Strategies Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 2 quarters since.
  • Strategies Wealth Advisors's Public Service Enterprise Group position peaked at $418K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.