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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PEG holding history

Public Service Enterprise Group Inc in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEG overviewAll 13F holders of PEGFull Q2 2026 holdings

Shares (Q2 2026)
107
Value
$8.00K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of PEG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107$8.00K<0.1%−30−21.9%ReducedHolders
Q1 2026137$11.0K<0.1%+18+15.1%AddedHolders
Q4 2025119$9.00K<0.1%−217−64.6%ReducedHolders
Q3 2025336$28.0K<0.1%+12+3.7%AddedHolders
Q2 2025324$27.0K<0.1%+26+8.7%AddedHolders
Q1 2025298$25.0K<0.1%00.0%UnchangedHolders
Q4 2024298$25.0K<0.1%+3+1.0%AddedHolders
Q3 2024295$26.0K<0.1%+204+224.2%AddedHolders
Q2 202491$6.00K<0.1%+22+31.9%AddedHolders
Q1 202469$5.00K<0.1%+9+15.0%AddedHolders
Q4 202360$4.00K<0.1%+11+22.4%AddedHolders
Q3 202349$2.00K<0.1%+9+22.5%AddedHolders
Q2 202340$1.00K<0.1%+23+135.3%AddedHolders
Q1 202317$1.00K<0.1%+17NewHolders