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Walled Lake Planning & Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Walled Lake Planning & Wealth Management’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 		$262K Sell
3,222
-101
-3% -$8.07K 0.07% 123
2026
Q1 		$269K Buy
3,323
+27
+0.8% +$2.21K 0.08% 112
2025
Q4 		$265K Buy
3,296
+26
+0.8% +$2.12K 0.08% 114
2025
Q3 		$273K Buy
3,270
+24
+0.7% +$2.01K 0.09% 116
2025
Q2 		$273K Sell
3,246
-3,122
-49% -$252K 0.09% 112
2025
Q1 		$524K Buy
6,368
+1
+0% +$83 0.19% 66
2024
Q4 		$538K Buy
6,367
+1
+0% +$89 0.2% 67
2024
Q3 		$568K Buy
+6,366
New +$508K 0.21% 59

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

Walled Lake Planning & Wealth Management's PEG Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 3% in Q2 2026, selling an estimated $8.07K and leaving 3,222 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #123.

Walled Lake Planning & Wealth Management first reported a position in PEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $568K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 3,222 shares of Public Service Enterprise Group worth $262K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 101 Public Service Enterprise Group shares in Q2 2026, an estimated $8.07K.
  • Public Service Enterprise Group made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 8 quarters since.
  • Walled Lake Planning & Wealth Management's Public Service Enterprise Group position peaked at $568K in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.