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

Tower View 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 Q1	$55.8K	Buy	689 +6	+0.9%	+$492	0.03%	92
2025 Q4	$54.9K	Buy	683 +126	+23%	+$10.3K	0.03%	86
2025 Q3	$46.5K	Sell	557 -117	-17%	-$9.81K	0.02%	84
2025 Q2	$56.7K	Buy	674 +5	+0.7%	+$403	0.03%	97
2025 Q1	$55K	Buy	669 +5	+0.8%	+$417	0.03%	76
2024 Q4	$56.1K	Buy	664 +5	+0.8%	+$443	0.03%	79
2024 Q3	$58.8K	Buy	659 +4	+0.6%	+$319	0.03%	77
2024 Q2	$48.3K	Buy	655 +9	+1%	+$640	0.03%	81
2024 Q1	$43.1K	Buy	646 +5	+0.8%	+$306	0.03%	86
2023 Q4	$39K	Buy	641 +6	+0.9%	+$369	0.02%	87
2023 Q3	$36K	Buy	635 +6	+1%	+$369	0.03%	86
2023 Q2	$39K	Buy	629 +121	+24%	+$7.55K	0.03%	81
2023 Q1	$32K	Hold	508	–	–	0.02%	89
2022 Q4	$31K	Buy	508 +4	+0.8%	+$232	0.02%	89
2022 Q3	$28K	Buy	504 +4	+0.8%	+$258	0.02%	93
2022 Q2	$32K	Hold	500	–	–	0.02%	91
2022 Q1	$35K	Hold	500	–	–	0.02%	112
2021 Q4	$33K	Hold	500	–	–	0.02%	114
2021 Q3	$30K	Buy	+500	New	+$31.2K	0.02%	123

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

Tower View Wealth Management's PEG Position: Q1 2026 in Review

Tower View Wealth Management increased its Public Service Enterprise Group (PEG) stake by 0.88% in Q1 2026, buying an estimated $492 and bringing the position to 689 shares worth $55.8K. The position accounts for 0.03% of the portfolio, ranked #92.

Tower View Wealth Management first reported a position in PEG in Q3 2021 and has held it in 19 quarters since. The position peaked at $58.8K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Tower View Wealth Management held 689 shares of Public Service Enterprise Group worth $55.8K as of Q1 2026.
Tower View Wealth Management bought 6 Public Service Enterprise Group shares in Q1 2026, an estimated $492.
Public Service Enterprise Group made up 0.03% of Tower View Wealth Management's portfolio in Q1 2026, its #92 holding.
Tower View Wealth Management first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 19 quarters since.
Tower View Wealth Management's Public Service Enterprise Group position peaked at $58.8K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.