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Aviso Financial’s Public Service Enterprise Group PEG Stock Holding History

Aviso Financial’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 		$698K Sell
8,604
-380
-4% -$30.4K 0.02% 150
2026
Q1 		$727K Sell
8,984
-737
-8% -$60.4K 0.03% 174
2025
Q4 		$781K Buy
9,721
+72
+0.7% +$5.87K 0.03% 168
2025
Q3 		$805K Buy
9,649
+2,575
+36% +$216K 0.03% 178
2025
Q2 		$595K Sell
7,074
-147
-2% -$11.9K 0.03% 189
2025
Q1 		$594K Sell
7,221
-289
-4% -$24.1K 0.03% 190
2024
Q4 		$635K Sell
7,510
-4,765
-39% -$422K 0.03% 187
2024
Q3 		$1.1M Sell
12,275
-550
-4% -$43.9K 0.05% 140
2024
Q2 		$945K Buy
+12,825
New +$911K 0.05% 139

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

Aviso Financial's PEG Position: Q2 2026 in Review

Aviso Financial reduced its Public Service Enterprise Group (PEG) stake by 4.2% in Q2 2026, selling an estimated $30.4K and leaving 8,604 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #150.

Aviso Financial first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Aviso Financial held 8,604 shares of Public Service Enterprise Group worth $698K as of Q2 2026.
  • Aviso Financial sold 380 Public Service Enterprise Group shares in Q2 2026, an estimated $30.4K.
  • Public Service Enterprise Group made up 0.02% of Aviso Financial's portfolio in Q2 2026, its #150 holding.
  • Aviso Financial first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Public Service Enterprise Group position peaked at $1.1M in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.