WMA
PEG icon

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
Q2 		$1.98M Sell
24,431
-105
-0.4% -$8.39K 0.55% 38
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 $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 $3.37T AUM 44.26% 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

Wealth Management Associates's PEG Position: Q2 2026 in Review

Wealth Management Associates reduced its Public Service Enterprise Group (PEG) stake by 0.43% in Q2 2026, selling an estimated $8.39K and leaving 24,431 shares worth $1.98M. The position accounts for 0.55% of the portfolio, ranked #38.

Wealth Management Associates first reported a position in PEG in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.36M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Wealth Management Associates held 24,431 shares of Public Service Enterprise Group worth $1.98M as of Q2 2026.
  • Wealth Management Associates sold 105 Public Service Enterprise Group shares in Q2 2026, an estimated $8.39K.
  • Public Service Enterprise Group made up 0.55% of Wealth Management Associates's portfolio in Q2 2026, its #38 holding.
  • Wealth Management Associates first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Public Service Enterprise Group position peaked at $2.36M in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.