AFA
PEG icon

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
2025
Q1 		– Sell
-250,000
Closed -$21.3M – 26
2024
Q4 		$21.3M Sell
250,000
-350,000
-58% -$31M 6.35% 6
2024
Q3 		$50.1M Sell
600,000
-50,000
-8% -$3.99M 14.44% 2
2024
Q2 		$48.8M Hold
650,000
– – 15.45% 3
2024
Q1 		$48.8M Buy
+650,000
New +$39.8M 18.44% 1

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

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.