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VSM Wealth Advisory’s Public Service Enterprise Group PEG Stock Holding History

VSM Wealth Advisory’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 		$25.1K Buy
310
+3
+1% +$240 0.01% 279
2026
Q1 		$24.9K Buy
307
+2
+0.7% +$164 0.01% 272
2025
Q4 		$24.5K Sell
305
-197
-39% -$16.1K 0.01% 250
2025
Q3 		$41.9K Sell
502
-198
-28% -$16.6K 0.01% 208
2025
Q2 		$58.9K Hold
700
– – 0.02% 193
2025
Q1 		$57.6K Hold
700
– – 0.02% 183
2024
Q4 		$59.1K Buy
+700
New +$62K 0.02% 180

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

VSM Wealth Advisory's PEG Position: Q2 2026 in Review

VSM Wealth Advisory increased its Public Service Enterprise Group (PEG) stake by 0.98% in Q2 2026, buying an estimated $240 and bringing the position to 310 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #279.

VSM Wealth Advisory first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.1K in Q4 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • VSM Wealth Advisory held 310 shares of Public Service Enterprise Group worth $25.1K as of Q2 2026.
  • VSM Wealth Advisory bought 3 Public Service Enterprise Group shares in Q2 2026, an estimated $240.
  • Public Service Enterprise Group made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #279 holding.
  • VSM Wealth Advisory first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Public Service Enterprise Group position peaked at $59.1K in Q4 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.