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Wealth Preservation Advisors’s Public Service Enterprise Group PEG Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-399
Closed -$32K – 1154
2025
Q4 		$32K Hold
399
– – 0.02% 230
2025
Q3 		$33.3K Hold
399
– – 0.02% 212
2025
Q2 		$33.6K Hold
399
– – 0.02% 209
2025
Q1 		$32.8K Buy
+399
New +$33.3K 0.02% 211

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealth Preservation Advisors's PEG Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 399 shares — an estimated $32K sold.

Wealth Preservation Advisors first reported a position in PEG in Q1 2025 and held it in 4 quarters. The position peaked at $33.6K in Q2 2025. 1,291 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 399 Public Service Enterprise Group shares in Q1 2026, an estimated $32K.
  • Wealth Preservation Advisors first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Public Service Enterprise Group position peaked at $33.6K in Q2 2025.
  • 1,291 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.