WI
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WBI Investments’s Public Service Enterprise Group PEG Stock Holding History

WBI Investments’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
-3,605
Closed -$289K – 376
2025
Q4 		$289K Buy
+3,605
New +$294K 0.08% 258
2017
Q3 		– Sell
-52,652
Closed -$2.27M – 354
2017
Q2 		$2.27M Sell
52,652
-112,142
-68% -$4.96M 0.1% 144
2017
Q1 		$7.31M Buy
164,794
+151,762
+1,165% +$6.7M 0.32% 65
2016
Q4 		$572K Buy
+13,032
New +$543K 0.02% 239
2015
Q3 		– Sell
-421,086
Closed -$16.5M – 240
2015
Q2 		$16.5M Buy
+421,086
New +$17.5M 0.42% 51

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WBI Investments's PEG Position: Q1 2026 in Review

WBI Investments sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 3,605 shares — an estimated $289K sold.

WBI Investments first reported a position in PEG in Q2 2015 and held it in 5 quarters. The position peaked at $16.5M in Q2 2015. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • WBI Investments reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • WBI Investments sold 3,605 Public Service Enterprise Group shares in Q1 2026, an estimated $289K.
  • WBI Investments first reported a position in Public Service Enterprise Group in Q2 2015 and held it in 5 quarters.
  • WBI Investments's Public Service Enterprise Group position peaked at $16.5M in Q2 2015.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.