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Advyzon Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Advyzon Investment Management’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 		$239K Buy
2,939
+148
+5% +$11.8K 0.02% 691
2026
Q1 		$226K Buy
2,791
+219
+9% +$18K 0.02% 623
2025
Q4 		$207K Buy
+2,572
New +$210K 0.02% 558

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advyzon Investment Management's PEG Position: Q2 2026 in Review

Advyzon Investment Management increased its Public Service Enterprise Group (PEG) stake by 5.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,939 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #691.

Advyzon Investment Management first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Advyzon Investment Management held 2,939 shares of Public Service Enterprise Group worth $239K as of Q2 2026.
  • Advyzon Investment Management bought 148 Public Service Enterprise Group shares in Q2 2026, an estimated $11.8K.
  • Public Service Enterprise Group made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #691 holding.
  • Advyzon Investment Management first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.