WealthPLAN Partners’s Public Service Enterprise Group PEG Stock Holding History

WealthPLAN Partners’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	-4,671	Closed	-$375K	–	252
2025 Q4	$375K	Hold	4,671	–	–	0.06%	214
2025 Q3	$390K	Hold	4,671	–	–	0.06%	196
2025 Q2	$393K	Hold	4,671	–	–	0.06%	191
2025 Q1	$384K	Hold	4,671	–	–	0.05%	191
2024 Q4	$395K	Hold	4,671	–	–	0.06%	186
2024 Q3	$417K	Hold	4,671	–	–	0.06%	193
2024 Q2	$344K	Sell	4,671 -16	-0.3%	-$1.14K	0.04%	238
2024 Q1	$313K	Hold	4,687	–	–	0.03%	256
2023 Q4	$287K	Hold	4,687	–	–	0.03%	270
2023 Q3	$267K	Hold	4,687	–	–	0.03%	273
2023 Q2	$293K	Sell	4,687 -200	-4%	-$12.5K	0.04%	244
2023 Q1	$305K	Hold	4,887	–	–	0.03%	250
2022 Q4	$299K	Buy	+4,887	New	+$284K	0.02%	314
2022 Q1	$326K	Sell	4,687 -1,000	-18%	-$66.2K	0.02%	304
2021 Q4	$378K	Hold	5,687	–	–	0.02%	289
2021 Q3	$367K	Buy	+5,687	New	+$355K	0.02%	291
2016 Q3	–	Sell	-1,147	Closed	-$53	–	1047
2016 Q2	$53	Buy	+1,147	New	+$52.1K	﹤0.01%	2451
2015 Q4	$88	Buy	+2,284	New	+$91.6K	﹤0.01%	1638
2015 Q2	$44K	Buy	+1,131	New	+$46.9K	0.02%	183

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WealthPLAN Partners's PEG Position: Q1 2026 in Review

WealthPLAN Partners sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 4,671 shares — an estimated $375K sold.

WealthPLAN Partners first reported a position in PEG in Q2 2015 and held it in 19 quarters. The position peaked at $417K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

WealthPLAN Partners reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
WealthPLAN Partners sold 4,671 Public Service Enterprise Group shares in Q1 2026, an estimated $375K.
WealthPLAN Partners first reported a position in Public Service Enterprise Group in Q2 2015 and held it in 19 quarters.
WealthPLAN Partners's Public Service Enterprise Group position peaked at $417K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.