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

Triad 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
Q2 		$477K Buy
6,230
+562
+10% +$44.9K 0.03% 324
2026
Q1 		$459K Buy
5,668
+105
+2% +$8.61K 0.04% 289
2025
Q4 		$447K Buy
5,563
+35
+0.6% +$2.85K 0.04% 288
2025
Q3 		$461K Buy
5,528
+321
+6% +$26.9K 0.06% 217
2025
Q2 		$438K Buy
5,207
+577
+12% +$46.5K 0.09% 170
2025
Q1 		$381K Buy
4,630
+50
+1% +$4.17K 0.12% 128
2024
Q4 		$387K Buy
+4,580
New +$405K 0.14% 113
2024
Q3 		– Sell
-45
Closed -$3.32K – 656
2024
Q2 		$3.32K Buy
+45
New +$3.2K ﹤0.01% 657

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

Triad Wealth Partners's PEG Position: Q2 2026 in Review

Triad Wealth Partners increased its Public Service Enterprise Group (PEG) stake by 9.9% in Q2 2026, buying an estimated $44.9K and bringing the position to 6,230 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #324.

Triad Wealth Partners first reported a position in PEG in Q2 2024 and has held it in 8 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Triad Wealth Partners held 6,230 shares of Public Service Enterprise Group worth $477K as of Q2 2026.
  • Triad Wealth Partners bought 562 Public Service Enterprise Group shares in Q2 2026, an estimated $44.9K.
  • Public Service Enterprise Group made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Triad Wealth Partners first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 8 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.