AO
PEG icon

Advisor OS’s Public Service Enterprise Group PEG Stock Holding History

Advisor OS’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 		$224K Sell
2,769
-180
-6% -$14.8K 0.02% 509
2025
Q4 		$237K Buy
2,949
+149
+5% +$12.2K 0.02% 432
2025
Q3 		$234K Sell
2,800
-26
-0.9% -$2.18K 0.02% 413
2025
Q2 		$238K Buy
2,826
+239
+9% +$19.3K 0.02% 396
2025
Q1 		$213K Buy
2,587
+97
+4% +$8.09K 0.02% 397
2024
Q4 		$210K Buy
2,490
+53
+2% +$4.69K 0.02% 391
2024
Q3 		$217K Buy
+2,437
New +$194K 0.02% 378
2024
Q2 		– Sell
-5,368
Closed -$358K – 407
2024
Q1 		$358K Buy
5,368
+1,633
+44% +$100K 0.04% 281
2023
Q4 		$228K Sell
3,735
-1,570
-30% -$96.5K 0.03% 303
2023
Q3 		$302K Sell
5,305
-751
-12% -$46.1K 0.05% 231
2023
Q2 		$379K Buy
+6,056
New +$378K 0.06% 219

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

Advisor OS's PEG Position: Q1 2026 in Review

Advisor OS reduced its Public Service Enterprise Group (PEG) stake by 6.1% in Q1 2026, selling an estimated $14.8K and leaving 2,769 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #509.

Advisor OS first reported a position in PEG in Q2 2023 and has held it in 11 quarters since. The position peaked at $379K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Advisor OS held 2,769 shares of Public Service Enterprise Group worth $224K as of Q1 2026.
  • Advisor OS sold 180 Public Service Enterprise Group shares in Q1 2026, an estimated $14.8K.
  • Public Service Enterprise Group made up 0.02% of Advisor OS's portfolio in Q1 2026, its #509 holding.
  • Advisor OS first reported a position in Public Service Enterprise Group in Q2 2023 and has held it in 11 quarters since.
  • Advisor OS's Public Service Enterprise Group position peaked at $379K in Q2 2023.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.