VisionPoint Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-2,720	Closed	-$218K	–	467
2025 Q4	$218K	Buy	+2,720	New	+$222K	0.04%	371
2025 Q3	–	Sell	-2,449	Closed	-$206K	–	404
2025 Q2	$206K	Buy	+2,449	New	+$198K	0.04%	344
2021 Q1	–	Sell	-5,381	Closed	-$314K	–	142
2020 Q4	$314K	Sell	5,381 -35,163	-87%	-$2.05M	0.16%	111
2020 Q3	$2.23M	Sell	40,544 -9,452	-19%	-$501K	0.96%	21
2020 Q2	$2.61M	Sell	49,996 -1,693	-3%	-$84.4K	1.06%	22
2020 Q1	$2.32M	Buy	+51,689	New	+$2.79M	1.09%	22

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

VisionPoint Advisory Group's PEG Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 2,720 shares — an estimated $218K sold.

VisionPoint Advisory Group first reported a position in PEG in Q1 2020 and held it in 6 quarters. The position peaked at $2.61M in Q2 2020. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

VisionPoint Advisory Group reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 2,720 Public Service Enterprise Group shares in Q1 2026, an estimated $218K.
VisionPoint Advisory Group first reported a position in Public Service Enterprise Group in Q1 2020 and held it in 6 quarters.
VisionPoint Advisory Group's Public Service Enterprise Group position peaked at $2.61M in Q2 2020.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.