Alta Advisers’s Public Service Enterprise Group PEG Stock Holding History

Alta Advisers’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
2025 Q4	–	Sell	-2,664	Closed	-$222K	–	234
2025 Q3	$222K	Hold	2,664	–	–	0.07%	235
2025 Q2	$224K	Hold	2,664	–	–	0.08%	219
2025 Q1	$219K	Buy	+2,664	New	+$222K	0.09%	212
2024 Q4	–	Sell	-1,500	Closed	-$134K	–	340
2024 Q3	$134K	Hold	1,500	–	–	0.06%	224
2024 Q2	$111K	Hold	1,500	–	–	0.05%	241
2024 Q1	$100K	Hold	1,500	–	–	0.05%	278
2023 Q4	$91.7K	Hold	1,500	–	–	0.05%	277
2023 Q3	$85.4K	Hold	1,500	–	–	0.05%	273
2023 Q2	$93.9K	Hold	1,500	–	–	0.05%	261
2023 Q1	$93.7K	Hold	1,500	–	–	0.06%	256
2022 Q4	$92K	Hold	1,500	–	–	0.06%	246
2022 Q3	$84K	Buy	+1,500	New	+$96.6K	0.05%	244

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alta Advisers's PEG Position: Q4 2025 in Review

Alta Advisers sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 2,664 shares — an estimated $222K sold.

Alta Advisers first reported a position in PEG in Q3 2022 and held it in 12 quarters. The position peaked at $224K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Alta Advisers reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Alta Advisers sold 2,664 Public Service Enterprise Group shares in Q4 2025, an estimated $222K.
Alta Advisers first reported a position in Public Service Enterprise Group in Q3 2022 and held it in 12 quarters.
Alta Advisers's Public Service Enterprise Group position peaked at $224K in Q2 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Alta Advisers's 13F filing for Q4 2025, filed 9 Feb 2026.