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 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Aviso Financial's PEG Position: Q1 2026 in Review

Aviso Financial reduced its Public Service Enterprise Group (PEG) stake by 7.6% in Q1 2026, selling an estimated $60.4K and leaving 8,984 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #174.

Aviso Financial first reported a position in PEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2024. 1,284 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Aviso Financial held 8,984 shares of Public Service Enterprise Group worth $727K as of Q1 2026.
Aviso Financial sold 737 Public Service Enterprise Group shares in Q1 2026, an estimated $60.4K.
Public Service Enterprise Group made up 0.03% of Aviso Financial's portfolio in Q1 2026, its #174 holding.
Aviso Financial first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Public Service Enterprise Group position peaked at $1.1M in Q3 2024.
1,284 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.