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

Alta Fundamental 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
2026
Q2 		– Sell
-50,000
Closed -$4.05M – 30
2026
Q1 		$4.05M Sell
50,000
-73,745
-60% -$6.05M 1.53% 17
2025
Q4 		$9.94M Sell
123,745
-5,000
-4% -$408K 4.48% 9
2025
Q3 		$10.7M Hold
128,745
– – 4.59% 10
2025
Q2 		$10.8M Sell
128,745
-15,000
-10% -$1.21M 5.56% 5
2025
Q1 		$11.8M Sell
143,745
-180,287
-56% -$15M 7.61% 3
2024
Q4 		$27.4M Buy
324,032
+121,632
+60% +$10.8M 8.19% 3
2024
Q3 		$18.1M Hold
202,400
– – 5.2% 6
2024
Q2 		$14.9M Buy
202,400
+2,400
+1% +$171K 4.73% 6
2024
Q1 		$13.4M Buy
+200,000
New +$12.2M 5.05% 6

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Alta Fundamental Advisers's PEG Position: Q2 2026 in Review

Alta Fundamental Advisers sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 50,000 shares — an estimated $4.05M sold.

Alta Fundamental Advisers first reported a position in PEG in Q1 2024 and held it in 9 quarters. The position peaked at $27.4M in Q4 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Alta Fundamental Advisers reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Alta Fundamental Advisers sold 50,000 Public Service Enterprise Group shares in Q2 2026, an estimated $4.05M.
  • Alta Fundamental Advisers first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 9 quarters.
  • Alta Fundamental Advisers's Public Service Enterprise Group position peaked at $27.4M in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Alta Fundamental Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.