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Addison Advisors’s Public Service Enterprise Group PEG Stock Holding History

Addison Advisors’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 		$2.27K Buy
+28
New +$2.29K ﹤0.01% 819
2024
Q1 		– Sell
-500
Closed -$30.6K – 724
2023
Q4 		$30.6K Buy
+500
New +$30.7K 0.01% 411
2023
Q1 		– Sell
-8
Closed -$490 – 744
2022
Q4 		$490 Hold
8
– – ﹤0.01% 686
2022
Q3 		$0 Hold
8
– – ﹤0.01% 750
2022
Q2 		$1K Hold
8
– – ﹤0.01% 634
2022
Q1 		$1K Hold
8
– – ﹤0.01% 661
2021
Q4 		$1K Buy
+8
New +$506 ﹤0.01% 619

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Addison Advisors's PEG Position: Q1 2026 in Review

Addison Advisors opened a new position in Public Service Enterprise Group (PEG) in Q1 2026: 28 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Addison Advisors previously reported a position in PEG as recently as Q4 2023.

Addison Advisors first reported a position in PEG in Q4 2021 and has held it in 7 quarters since. The position peaked at $30.6K in Q4 2023. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Addison Advisors held 28 shares of Public Service Enterprise Group worth $2.27K as of Q1 2026.
  • Public Service Enterprise Group was a new Addison Advisors position in Q1 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #819 holding.
  • Addison Advisors first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 7 quarters since.
  • Addison Advisors's Public Service Enterprise Group position peaked at $30.6K in Q4 2023.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.