Baker Avenue Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Baker Avenue Asset Management’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	$568K	Buy	6,999 +1,269	+22%	+$101K	0.01%	455
2026 Q1	$464K	Buy	5,730 +189	+3%	+$15.5K	0.01%	455
2025 Q4	$445K	Buy	5,541 +104	+2%	+$8.48K	0.01%	406
2025 Q3	$454K	Buy	5,437 +16	+0.3%	+$1.34K	0.01%	372
2025 Q2	$456K	Sell	5,421 -112	-2%	-$9.03K	0.01%	313
2025 Q1	$455K	Buy	5,533 +180	+3%	+$15K	0.01%	308
2024 Q4	$452K	Buy	5,353 +76	+1%	+$6.73K	0.01%	302
2024 Q3	$471K	Buy	5,277 +37	+0.7%	+$2.95K	0.01%	296
2024 Q2	$386K	Buy	+5,240	New	+$372K	0.01%	287
2023 Q4	–	Sell	-34	Closed	-$1.94K	–	1174
2023 Q3	$1.94K	Sell	34 -9	-21%	-$553	﹤0.01%	1139
2023 Q2	$2.69K	Sell	43 -14	-25%	-$874	﹤0.01%	932
2023 Q1	$3.56K	Buy	57 +20	+54%	+$1.21K	﹤0.01%	900
2022 Q4	$2.27K	Buy	+37	New	+$2.15K	﹤0.01%	917

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Avenue Asset Management's PEG Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Public Service Enterprise Group (PEG) stake by 22% in Q2 2026, buying an estimated $101K and bringing the position to 6,999 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #455.

Baker Avenue Asset Management first reported a position in PEG in Q4 2022 and has held it in 13 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Baker Avenue Asset Management held 6,999 shares of Public Service Enterprise Group worth $568K as of Q2 2026.
Baker Avenue Asset Management bought 1,269 Public Service Enterprise Group shares in Q2 2026, an estimated $101K.
Public Service Enterprise Group made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #455 holding.
Baker Avenue Asset Management first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 13 quarters since.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.