WA
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Wealth Alliance’s Public Service Enterprise Group PEG Stock Holding History

Wealth Alliance’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 		$437K Sell
5,404
-254
-4% -$20.8K 0.04% 321
2025
Q4 		$454K Sell
5,658
-170
-3% -$13.9K 0.04% 323
2025
Q3 		$486K Sell
5,828
-9
-0.2% -$755 0.05% 309
2025
Q2 		$491K Sell
5,837
-126
-2% -$10.2K 0.05% 293
2025
Q1 		$491K Sell
5,963
-118
-2% -$9.85K 0.06% 281
2024
Q4 		$514K Sell
6,081
-29
-0.5% -$2.57K 0.06% 258
2024
Q3 		$545K Sell
6,110
-566
-8% -$45.2K 0.07% 253
2024
Q2 		$492K Sell
6,676
-274
-4% -$19.5K 0.06% 252
2024
Q1 		$464K Sell
6,950
-12
-0.2% -$735 0.06% 285
2023
Q4 		$426K Sell
6,962
-38
-0.5% -$2.33K 0.06% 288
2023
Q3 		$398K Sell
7,000
-532
-7% -$32.7K 0.06% 278
2023
Q2 		$472K Buy
7,532
+53
+0.7% +$3.31K 0.07% 258
2023
Q1 		$467K Buy
7,479
+380
+5% +$23K 0.08% 251
2022
Q4 		$435K Sell
7,099
-55
-0.8% -$3.19K 0.08% 258
2022
Q3 		$403K Buy
7,154
+254
+4% +$16.4K 0.08% 254
2022
Q2 		$437K Sell
6,900
-444
-6% -$30.2K 0.08% 236
2022
Q1 		$514K Buy
7,344
+729
+11% +$48.3K 0.11% 211
2021
Q4 		$442K Buy
6,615
+29
+0.4% +$1.83K 0.09% 248
2021
Q3 		$401K Buy
6,586
+98
+2% +$6.12K 0.09% 258
2021
Q2 		$388K Buy
6,488
+391
+6% +$24.2K 0.09% 252
2021
Q1 		$367K Sell
6,097
-343
-5% -$19.8K 0.1% 241
2020
Q4 		$376K Buy
6,440
+653
+11% +$38K 0.11% 228
2020
Q3 		$318K Sell
5,787
-15
-0.3% -$794 0.11% 222
2020
Q2 		$285K Buy
+5,802
New +$289K 0.11% 229

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

Wealth Alliance's PEG Position: Q1 2026 in Review

Wealth Alliance reduced its Public Service Enterprise Group (PEG) stake by 4.5% in Q1 2026, selling an estimated $20.8K and leaving 5,404 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #321.

Wealth Alliance first reported a position in PEG in Q2 2020 and has held it in 24 quarters since. The position peaked at $545K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Wealth Alliance held 5,404 shares of Public Service Enterprise Group worth $437K as of Q1 2026.
  • Wealth Alliance sold 254 Public Service Enterprise Group shares in Q1 2026, an estimated $20.8K.
  • Public Service Enterprise Group made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #321 holding.
  • Wealth Alliance first reported a position in Public Service Enterprise Group in Q2 2020 and has held it in 24 quarters since.
  • Wealth Alliance's Public Service Enterprise Group position peaked at $545K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.