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Aptus Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Aptus 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 		$575K Buy
7,087
+149
+2% +$11.9K ﹤0.01% 751
2026
Q1 		$562K Sell
6,938
-1,823
-21% -$149K ﹤0.01% 690
2025
Q4 		$703K Buy
8,761
+272
+3% +$22.2K 0.01% 660
2025
Q3 		$708K Sell
8,489
-74
-0.9% -$6.21K 0.01% 619
2025
Q2 		$721K Sell
8,563
-15
-0.2% -$1.21K 0.01% 603
2025
Q1 		$706K Buy
8,578
+287
+3% +$23.9K 0.01% 573
2024
Q4 		$701K Buy
8,291
+427
+5% +$37.8K 0.01% 553
2024
Q3 		$702K Sell
7,864
-52
-0.7% -$4.15K 0.01% 475
2024
Q2 		$583K Sell
7,916
-105
-1% -$7.46K 0.01% 473
2024
Q1 		$536K Buy
8,021
+3,925
+96% +$240K 0.01% 498
2023
Q4 		$250K Sell
4,096
-1,297
-24% -$79.7K 0.01% 497
2023
Q3 		$307K Buy
5,393
+812
+18% +$49.9K 0.01% 470
2023
Q2 		$287K Buy
4,581
+99
+2% +$6.18K 0.01% 419
2023
Q1 		$280K Buy
+4,482
New +$271K 0.01% 405
2022
Q2 		– Sell
-4,911
Closed -$343K – 716
2022
Q1 		$343K Buy
4,911
+1,575
+47% +$104K 0.01% 345
2021
Q4 		$223K Buy
3,336
+25
+0.8% +$1.58K 0.01% 354
2021
Q3 		$202K Buy
+3,311
New +$207K 0.01% 351
2019
Q4 		– Sell
-4,080
Closed -$253K – 554
2019
Q3 		$253K Sell
4,080
-269
-6% -$16.1K 0.01% 335
2019
Q2 		$255K Buy
4,349
+32
+0.7% +$1.91K 0.04% 295
2019
Q1 		$256K Buy
4,317
+382
+10% +$21.4K 0.04% 270
2018
Q4 		$204K Buy
+3,935
New +$212K 0.05% 163

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

Aptus Capital Advisors's PEG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Public Service Enterprise Group (PEG) stake by 2.1% in Q2 2026, buying an estimated $11.9K and bringing the position to 7,087 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Aptus Capital Advisors first reported a position in PEG in Q4 2018 and has held it in 21 quarters since. The position peaked at $721K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Aptus Capital Advisors held 7,087 shares of Public Service Enterprise Group worth $575K as of Q2 2026.
  • Aptus Capital Advisors bought 149 Public Service Enterprise Group shares in Q2 2026, an estimated $11.9K.
  • Public Service Enterprise Group made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #751 holding.
  • Aptus Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 21 quarters since.
  • Aptus Capital Advisors's Public Service Enterprise Group position peaked at $721K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.