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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
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 $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

Aspiriant LLC's PEG Position: Q1 2026 in Review

Aspiriant LLC opened a new position in Public Service Enterprise Group (PEG) in Q1 2026: 3,085 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in PEG as recently as Q3 2024.

Aspiriant LLC first reported a position in PEG in Q1 2022 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Aspiriant LLC held 3,085 shares of Public Service Enterprise Group worth $250K as of Q1 2026.
  • Public Service Enterprise Group was a new Aspiriant LLC position in Q1 2026.
  • Public Service Enterprise Group made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #309 holding.
  • Aspiriant LLC first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 5 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.