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Beaton Management Company’s Public Service Enterprise Group PEG Stock Holding History

Beaton Management Company’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 		$211K Sell
2,596
-196
-7% -$15.7K 0.09% 152
2026
Q1 		$226K Hold
2,792
– – 0.1% 141
2025
Q4 		$224K Hold
2,792
– – 0.1% 145
2025
Q3 		$233K Hold
2,792
– – 0.11% 132
2025
Q2 		$235K Hold
2,792
– – 0.11% 125
2025
Q1 		$230K Hold
2,792
– – 0.12% 124
2024
Q4 		$236K Hold
2,792
– – 0.12% 125
2024
Q3 		$249K Hold
2,792
– – 0.13% 122
2024
Q2 		$206K Buy
+2,792
New +$198K 0.11% 134

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 $3.38T AUM 44.17% 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

Beaton Management Company's PEG Position: Q2 2026 in Review

Beaton Management Company reduced its Public Service Enterprise Group (PEG) stake by 7% in Q2 2026, selling an estimated $15.7K and leaving 2,596 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #152.

Beaton Management Company first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $249K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Beaton Management Company held 2,596 shares of Public Service Enterprise Group worth $211K as of Q2 2026.
  • Beaton Management Company sold 196 Public Service Enterprise Group shares in Q2 2026, an estimated $15.7K.
  • Public Service Enterprise Group made up 0.09% of Beaton Management Company's portfolio in Q2 2026, its #152 holding.
  • Beaton Management Company first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • Beaton Management Company's Public Service Enterprise Group position peaked at $249K in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.