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Beacon Pointe Advisors’s Public Service Enterprise Group PEG Stock Holding History

Beacon Pointe Advisors’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 		$2.23M Buy
27,493
+6,670
+32% +$547K 0.01% 692
2025
Q4 		$1.67M Buy
20,823
+237
+1% +$19.3K 0.01% 666
2025
Q3 		$1.72M Sell
20,586
-2,295
-10% -$193K 0.01% 582
2025
Q2 		$1.93M Sell
22,881
-29
-0.1% -$2.34K 0.02% 490
2025
Q1 		$1.89M Sell
22,910
-91
-0.4% -$7.59K 0.02% 473
2024
Q4 		$1.94M Sell
23,001
-635
-3% -$56.2K 0.02% 465
2024
Q3 		$2.11M Sell
23,636
-1,527
-6% -$122K 0.02% 462
2024
Q2 		$1.85M Sell
25,163
-1,559
-6% -$111K 0.02% 493
2024
Q1 		$1.78M Buy
26,722
+1,620
+6% +$99.2K 0.02% 524
2023
Q4 		$1.53M Sell
25,102
-1,837
-7% -$113K 0.02% 547
2023
Q3 		$1.53M Buy
26,939
+16,104
+149% +$989K 0.02% 524
2023
Q2 		$678K Sell
10,835
-1,511
-12% -$94.3K 0.01% 629
2023
Q1 		$771K Buy
12,346
+1,977
+19% +$120K 0.01% 617
2022
Q4 		$635K Sell
10,369
-464
-4% -$26.9K 0.01% 617
2022
Q3 		$607K Sell
10,833
-581
-5% -$37.4K 0.01% 584
2022
Q2 		$725K Sell
11,414
-2,492
-18% -$169K 0.02% 552
2022
Q1 		$973K Buy
13,906
+5,199
+60% +$344K 0.01% 630
2021
Q4 		$581K Buy
8,707
+63
+0.7% +$3.99K 0.02% 524
2021
Q3 		$526K Buy
8,644
+2,738
+46% +$171K 0.01% 532
2021
Q2 		$353K Buy
5,906
+1,436
+32% +$88.7K 0.01% 611
2021
Q1 		$269K Sell
4,470
-128
-3% -$7.38K 0.02% 413
2020
Q4 		$268K Buy
4,598
+420
+10% +$24.5K 0.02% 392
2020
Q3 		$229K Buy
+4,178
New +$221K 0.02% 347

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

Beacon Pointe Advisors's PEG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Public Service Enterprise Group (PEG) stake by 32% in Q1 2026, buying an estimated $547K and bringing the position to 27,493 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #692.

Beacon Pointe Advisors first reported a position in PEG in Q3 2020 and has held it in 23 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Beacon Pointe Advisors held 27,493 shares of Public Service Enterprise Group worth $2.23M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,670 Public Service Enterprise Group shares in Q1 2026, an estimated $547K.
  • Public Service Enterprise Group made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #692 holding.
  • Beacon Pointe Advisors first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 23 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.