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PEG icon

True Wealth Design’s Public Service Enterprise Group PEG Stock Holding History

True Wealth Design’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 		$74.6K Buy
919
+859
+1,432% +$68.6K 0.02% 350
2026
Q1 		$4.86K Buy
60
+18
+43% +$1.48K ﹤0.01% 1222
2025
Q4 		$3.37K Sell
42
-16
-28% -$1.3K ﹤0.01% 1245
2025
Q3 		$4.84K Buy
58
+16
+38% +$1.34K ﹤0.01% 1092
2025
Q2 		$3.54K Sell
42
-15
-26% -$1.21K ﹤0.01% 951
2025
Q1 		$4.69K Buy
57
+38
+200% +$3.17K ﹤0.01% 706
2024
Q4 		$1.61K Buy
19
+1
+6% +$89 ﹤0.01% 796
2024
Q3 		$1.61K Buy
18
+1
+6% +$80 ﹤0.01% 846
2024
Q2 		$1.25K Buy
17
+3
+21% +$213 ﹤0.01% 459
2024
Q1 		$935 Buy
14
+7
+100% +$429 ﹤0.01% 486
2023
Q4 		$429 Hold
7
– – ﹤0.01% 505
2023
Q3 		$399 Hold
7
– – ﹤0.01% 478
2023
Q2 		$439 Hold
7
– – ﹤0.01% 477
2023
Q1 		$438 Hold
7
– – ﹤0.01% 556
2022
Q4 		$429 Buy
+7
New +$406 ﹤0.01% 492

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

True Wealth Design's PEG Position: Q2 2026 in Review

True Wealth Design increased its Public Service Enterprise Group (PEG) stake by 1,432% in Q2 2026, buying an estimated $68.6K and bringing the position to 919 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #350.

True Wealth Design first reported a position in PEG in Q4 2022 and has held it in 15 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • True Wealth Design held 919 shares of Public Service Enterprise Group worth $74.6K as of Q2 2026.
  • True Wealth Design bought 859 Public Service Enterprise Group shares in Q2 2026, an estimated $68.6K.
  • Public Service Enterprise Group made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #350 holding.
  • True Wealth Design first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 15 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.