WealthTrust Axiom’s Public Service Enterprise Group PEG Stock Holding History

WealthTrust Axiom’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	$231K	Sell	2,844 -4	-0.1%	-$319	0.05%	264
2026 Q1	$231K	Buy	2,848 +4	+0.1%	+$328	0.06%	246
2025 Q4	$228K	Hold	2,844	–	–	0.06%	236
2025 Q3	$237K	Hold	2,844	–	–	0.06%	227
2025 Q2	$239K	Hold	2,844	–	–	0.07%	217
2025 Q1	$234K	Hold	2,844	–	–	0.07%	216
2024 Q4	$240K	Hold	2,844	–	–	0.07%	211
2024 Q3	$254K	Buy	+2,844	New	+$227K	0.08%	205
2023 Q3	–	Sell	-3,713	Closed	-$232K	–	254
2023 Q2	$232K	Sell	3,713 -71	-2%	-$4.43K	0.08%	205
2023 Q1	$236K	Hold	3,784	–	–	0.08%	202
2022 Q4	$232K	Buy	3,784 +2	+0.1%	+$116	0.08%	190
2022 Q3	$212K	Hold	3,782	–	–	0.08%	198
2022 Q2	$239K	Hold	3,782	–	–	0.09%	195
2022 Q1	$264K	Hold	3,782	–	–	0.08%	191
2021 Q4	$252K	Buy	3,782 +390	+11%	+$24.7K	0.08%	199
2021 Q3	$206K	Buy	+3,392	New	+$212K	0.07%	220

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrust Axiom's PEG Position: Q2 2026 in Review

WealthTrust Axiom reduced its Public Service Enterprise Group (PEG) stake by 0.14% in Q2 2026, selling an estimated $319 and leaving 2,844 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #264.

WealthTrust Axiom first reported a position in PEG in Q3 2021 and has held it in 16 quarters since. The position peaked at $264K in Q1 2022. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

WealthTrust Axiom held 2,844 shares of Public Service Enterprise Group worth $231K as of Q2 2026.
WealthTrust Axiom sold 4 Public Service Enterprise Group shares in Q2 2026, an estimated $319.
Public Service Enterprise Group made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #264 holding.
WealthTrust Axiom first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 16 quarters since.
WealthTrust Axiom's Public Service Enterprise Group position peaked at $264K in Q1 2022.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.