WMA
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Wealth Management Associates’s Public Service Enterprise Group PEG Stock Holding History

Wealth Management Associates’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 		$1.99M Buy
24,536
+11
+0% +$902 0.69% 35
2025
Q4 		$1.97M Sell
24,525
-1,171
-5% -$95.5K 0.69% 36
2025
Q3 		$2.14M Buy
25,696
+11
+0% +$923 0.76% 34
2025
Q2 		$2.16M Sell
25,685
-591
-2% -$47.7K 0.84% 29
2025
Q1 		$2.16M Sell
26,276
-301
-1% -$25.1K 0.93% 25
2024
Q4 		$2.25M Buy
26,577
+85
+0.3% +$7.52K 0.96% 26
2024
Q3 		$2.36M Buy
26,492
+457
+2% +$36.5K 1.04% 21
2024
Q2 		$1.92M Hold
26,035
– – 0.9% 24
2024
Q1 		$1.92M Sell
26,035
-2,509
-9% -$154K 0.9% 24
2023
Q4 		$1.75M Sell
28,544
-29
-0.1% -$1.78K 0.92% 23
2023
Q3 		$1.63M Sell
28,573
-1,043
-4% -$64.1K 0.95% 24
2023
Q2 		$1.85M Sell
29,616
-38
-0.1% -$2.37K 1.05% 21
2023
Q1 		$1.85M Sell
29,654
-177
-0.6% -$10.7K 1.14% 20
2022
Q4 		$1.83M Buy
29,831
+182
+0.6% +$10.6K 1.22% 19
2022
Q3 		$1.67M Sell
29,649
-9
-0% -$580 1.17% 18
2022
Q2 		$1.88M Sell
29,658
-671
-2% -$45.6K 1.28% 17
2022
Q1 		$2.12M Buy
30,329
+87
+0.3% +$5.76K 1.2% 17
2021
Q4 		$2.02M Buy
30,242
+4,495
+17% +$284K 1.09% 17
2021
Q3 		$1.57M Sell
25,747
-5,236
-17% -$327K 0.92% 23
2021
Q2 		$1.85M Buy
30,983
+2,102
+7% +$130K 1.05% 17
2021
Q1 		$1.74M Buy
28,881
+87
+0.3% +$5.02K 1.1% 16
2020
Q4 		$1.68M Sell
28,794
-477
-2% -$27.8K 1.1% 20
2020
Q3 		$1.61M Buy
29,271
+1,589
+6% +$84.1K 1.24% 18
2020
Q2 		$1.36M Buy
27,682
+397
+1% +$19.8K 1.15% 19
2020
Q1 		$1.23M Buy
27,285
+765
+3% +$41.3K 1.24% 18
2019
Q4 		$1.57M Buy
26,520
+1,888
+8% +$114K 1.12% 21
2019
Q3 		$1.53M Buy
24,632
+716
+3% +$42.8K 1.23% 21
2019
Q2 		$1.41M Buy
23,916
+275
+1% +$16.4K 1.4% 22
2019
Q1 		$1.4M Buy
23,641
+76
+0.3% +$4.25K 1.53% 20
2018
Q4 		$1.23M Buy
+23,565
New +$1.27M 1.65% 20

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 Management Associates's PEG Position: Q1 2026 in Review

Wealth Management Associates increased its Public Service Enterprise Group (PEG) stake by 0.04% in Q1 2026, buying an estimated $902 and bringing the position to 24,536 shares worth $1.99M. The position accounts for 0.69% of the portfolio, ranked #35.

Wealth Management Associates first reported a position in PEG in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.36M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Wealth Management Associates held 24,536 shares of Public Service Enterprise Group worth $1.99M as of Q1 2026.
  • Wealth Management Associates bought 11 Public Service Enterprise Group shares in Q1 2026, an estimated $902.
  • Public Service Enterprise Group made up 0.69% of Wealth Management Associates's portfolio in Q1 2026, its #35 holding.
  • Wealth Management Associates first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's Public Service Enterprise Group position peaked at $2.36M in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.