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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Alta Fundamental Advisers's PEG Position: Q1 2026 in Review

Alta Fundamental Advisers reduced its Public Service Enterprise Group (PEG) stake by 60% in Q1 2026, selling an estimated $6.05M and leaving 50,000 shares worth $4.05M. The position accounts for 1.53% of the portfolio, ranked #17.

Alta Fundamental Advisers first reported a position in PEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.4M in Q4 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Alta Fundamental Advisers held 50,000 shares of Public Service Enterprise Group worth $4.05M as of Q1 2026.
Alta Fundamental Advisers sold 73,745 Public Service Enterprise Group shares in Q1 2026, an estimated $6.05M.
Public Service Enterprise Group made up 1.53% of Alta Fundamental Advisers's portfolio in Q1 2026, its #17 holding.
Alta Fundamental Advisers first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 9 quarters since.
Alta Fundamental Advisers's Public Service Enterprise Group position peaked at $27.4M in Q4 2024.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Alta Fundamental Advisers's 13F filing for Q1 2026, filed 5 May 2026.