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Aspiriant LLC’s Public Service Enterprise Group PEG Stock Holding History

Aspiriant LLC’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 		$400K Buy
4,925
+1,840
+60% +$147K 0.01% 277
2026
Q1 		$250K Buy
+3,085
New +$253K 0.01% 309
2024
Q4 		– Sell
-2,546
Closed -$227K – 306
2024
Q3 		$227K Buy
+2,546
New +$203K 0.01% 266
2023
Q1 		– Sell
-3,414
Closed -$209K – 290
2022
Q4 		$209K Buy
+3,414
New +$198K 0.01% 258
2022
Q3 		– Sell
-3,434
Closed -$217K – 274
2022
Q2 		$217K Sell
3,434
-47
-1% -$3.19K 0.01% 253
2022
Q1 		$244K Buy
+3,481
New +$230K 0.01% 247

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

Aspiriant LLC's PEG Position: Q2 2026 in Review

Aspiriant LLC increased its Public Service Enterprise Group (PEG) stake by 60% in Q2 2026, buying an estimated $147K and bringing the position to 4,925 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #277.

Aspiriant LLC first reported a position in PEG in Q1 2022 and has held it in 6 quarters since. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Aspiriant LLC held 4,925 shares of Public Service Enterprise Group worth $400K as of Q2 2026.
  • Aspiriant LLC bought 1,840 Public Service Enterprise Group shares in Q2 2026, an estimated $147K.
  • Public Service Enterprise Group made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #277 holding.
  • Aspiriant LLC first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 6 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.