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Wealthspire Advisors (New York)’s Public Service Enterprise Group PEG Stock Holding History

Wealthspire Advisors (New York)’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 		$362K Sell
4,477
-2,599
-37% -$213K ﹤0.01% 674
2025
Q4 		$568K Sell
7,076
-124
-2% -$10.1K ﹤0.01% 569
2025
Q3 		$601K Buy
7,200
+3,951
+122% +$331K ﹤0.01% 492
2025
Q2 		$274K Buy
3,249
+265
+9% +$21.4K ﹤0.01% 696
2025
Q1 		$246K Sell
2,984
-84
-3% -$7.01K ﹤0.01% 690
2024
Q4 		$259K Sell
3,068
-1,905
-38% -$169K ﹤0.01% 676
2024
Q3 		$444K Buy
4,973
+930
+23% +$74.2K ﹤0.01% 517
2024
Q2 		$298K Buy
+4,043
New +$287K ﹤0.01% 542
2024
Q1 		– Sell
-5,665
Closed -$346K – 662
2023
Q4 		$346K Buy
+5,665
New +$348K ﹤0.01% 490
2023
Q1 		– Sell
-5,803
Closed -$356K – 580
2022
Q4 		$356K Sell
5,803
-79
-1% -$4.59K 0.01% 424
2022
Q3 		$331K Sell
5,882
-5,595
-49% -$360K 0.01% 396
2022
Q2 		$726K Buy
+11,477
New +$780K 0.02% 257
2022
Q1 		– Sell
-5,289
Closed -$353K – 522
2021
Q4 		$353K Sell
5,289
-2,473
-32% -$156K 0.01% 390
2021
Q3 		$473K Buy
+7,762
New +$485K 0.01% 366
2021
Q2 		– Sell
-26,973
Closed -$1.62M – 580
2021
Q1 		$1.62M Buy
26,973
+4,319
+19% +$249K 0.04% 198
2020
Q4 		$1.32M Buy
22,654
+14,405
+175% +$839K 0.04% 174
2020
Q3 		$453K Buy
8,249
+1,376
+20% +$72.9K 0.03% 192
2020
Q2 		$338K Sell
6,873
-1,222
-15% -$60.9K 0.02% 192
2020
Q1 		$364K Buy
+8,095
New +$437K 0.02% 344
2019
Q1 		– Sell
-343
Closed -$18K – 589
2018
Q4 		$18K Buy
+343
New +$18.5K ﹤0.01% 365

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s PEG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Public Service Enterprise Group (PEG) stake by 37% in Q1 2026, selling an estimated $213K and leaving 4,477 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Wealthspire Advisors (New York) first reported a position in PEG in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.62M in Q1 2021. 1,288 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,477 shares of Public Service Enterprise Group worth $362K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,599 Public Service Enterprise Group shares in Q1 2026, an estimated $213K.
  • Public Service Enterprise Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #674 holding.
  • Wealthspire Advisors (New York) first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 20 quarters since.
  • Wealthspire Advisors (New York)'s Public Service Enterprise Group position peaked at $1.62M in Q1 2021.
  • 1,288 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.