TWP
PEG icon

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
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 $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

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

Triad Wealth Partners increased its Public Service Enterprise Group (PEG) stake by 1.9% in Q1 2026, buying an estimated $8.61K and bringing the position to 5,668 shares worth $459K. The position accounts for 0.04% of the portfolio, ranked #289.

Triad Wealth Partners first reported a position in PEG in Q2 2024 and has held it in 7 quarters since. The position peaked at $461K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Triad Wealth Partners held 5,668 shares of Public Service Enterprise Group worth $459K as of Q1 2026.
  • Triad Wealth Partners bought 105 Public Service Enterprise Group shares in Q1 2026, an estimated $8.61K.
  • Public Service Enterprise Group made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #289 holding.
  • Triad Wealth Partners first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Public Service Enterprise Group position peaked at $461K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.