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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
Q2 		$1.34M Buy
16,562
+467
+3% +$37.3K 0.01% 806
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
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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Waverly Advisors's PEG Position: Q2 2026 in Review

Waverly Advisors increased its Public Service Enterprise Group (PEG) stake by 2.9% in Q2 2026, buying an estimated $37.3K and bringing the position to 16,562 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #806.

Waverly Advisors first reported a position in PEG in Q3 2013 and has held it in 10 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Waverly Advisors held 16,562 shares of Public Service Enterprise Group worth $1.34M as of Q2 2026.
  • Waverly Advisors bought 467 Public Service Enterprise Group shares in Q2 2026, an estimated $37.3K.
  • Public Service Enterprise Group made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #806 holding.
  • Waverly Advisors first reported a position in Public Service Enterprise Group in Q3 2013 and has held it in 10 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.