Waverly Advisors’s Public Service Enterprise Group PEG Stock Holding History

Waverly Advisors’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	$1.3M	Buy	16,095 +1,115	+7%	+$91.4K	0.01%	749
2025 Q4	$1.2M	Buy	14,980 +10,722	+252%	+$875K	0.01%	710
2025 Q3	$355K	Sell	4,258 -569	-12%	-$47.7K	﹤0.01%	978
2025 Q2	$406K	Buy	4,827 +101	+2%	+$8.15K	﹤0.01%	866
2025 Q1	$389K	Buy	4,726 +1,580	+50%	+$132K	﹤0.01%	846
2024 Q4	$266K	Buy	+3,146	New	+$278K	﹤0.01%	857
2015 Q4	–	Sell	-1,145	Closed	-$48K	–	316
2015 Q3	$48K	Buy	+1,145	New	+$46.7K	0.03%	143
2014 Q1	–	Sell	-39	Closed	-$1K	–	803
2013 Q4	$1K	Hold	39	–	–	﹤0.01%	808
2013 Q3	$1K	Buy	+39	New	+$1.29K	﹤0.01%	560

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

Waverly Advisors's PEG Position: Q1 2026 in Review

Waverly Advisors increased its Public Service Enterprise Group (PEG) stake by 7.4% in Q1 2026, buying an estimated $91.4K and bringing the position to 16,095 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #749.

Waverly Advisors first reported a position in PEG in Q3 2013 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Waverly Advisors held 16,095 shares of Public Service Enterprise Group worth $1.3M as of Q1 2026.
Waverly Advisors bought 1,115 Public Service Enterprise Group shares in Q1 2026, an estimated $91.4K.
Public Service Enterprise Group made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #749 holding.
Waverly Advisors first reported a position in Public Service Enterprise Group in Q3 2013 and has held it in 9 quarters since.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.