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Annis Gardner Whiting Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
-1,501
Closed -$122K – 990
2026
Q1 		$122K Buy
1,501
+645
+75% +$52.9K 0.02% 400
2025
Q4 		$68.7K Buy
856
+34
+4% +$2.77K 0.01% 473
2025
Q3 		$68.6K Sell
822
-78
-9% -$6.54K 0.01% 444
2025
Q2 		$75.8K Buy
900
+90
+11% +$7.26K 0.03% 351
2025
Q1 		$66.7K Sell
810
-8
-1% -$667 0.03% 323
2024
Q4 		$69.1K Buy
818
+8
+1% +$708 0.02% 313
2024
Q3 		$72.3K Sell
810
-6
-0.7% -$479 0.02% 327
2024
Q2 		$60.1K Buy
816
+6
+0.7% +$426 0.02% 377
2024
Q1 		$54.1K Buy
810
+5
+0.6% +$306 0.02% 373
2023
Q4 		$49.2K Buy
805
+33
+4% +$2.03K 0.02% 305
2023
Q3 		$43.9K Buy
+772
New +$47.4K 0.02% 296

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
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

Annis Gardner Whiting Capital Advisors's PEG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 1,501 shares — an estimated $122K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PEG in Q3 2023 and held it in 11 quarters. The position peaked at $122K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 1,501 Public Service Enterprise Group shares in Q2 2026, an estimated $122K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Public Service Enterprise Group in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Public Service Enterprise Group position peaked at $122K in Q1 2026.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.