Winnow Wealth’s Public Service Enterprise Group PEG Stock Holding History

Winnow Wealth’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	-1	Closed	-$81	–	436
2025 Q4	$81	Sell	1 -5	-83%	-$408	﹤0.01%	566
2025 Q3	$504	Buy	+6	New	+$503	﹤0.01%	469
2025 Q2	–	Sell	-16	Closed	-$1.26K	–	533
2025 Q1	$1.26K	Buy	16 +5	+45%	+$417	﹤0.01%	357
2024 Q4	$858	Buy	+11	New	+$974	﹤0.01%	357

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

Winnow Wealth's PEG Position: Q1 2026 in Review

Winnow Wealth sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 1 share — an estimated $81 sold.

Winnow Wealth first reported a position in PEG in Q4 2024 and held it in 4 quarters. The position peaked at $1.26K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Winnow Wealth reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 1 Public Service Enterprise Group share in Q1 2026, an estimated $81.
Winnow Wealth first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Public Service Enterprise Group position peaked at $1.26K in Q1 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.