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Bell Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Bell Investment 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
Q2 		$11.1K Buy
137
+55
+67% +$4.39K ﹤0.01% 673
2026
Q1 		$6.64K Sell
82
-108
-57% -$8.85K ﹤0.01% 841
2025
Q4 		$15.3K Buy
190
+100
+111% +$8.16K ﹤0.01% 542
2025
Q3 		$7.51K Sell
90
-18
-17% -$1.51K ﹤0.01% 748
2025
Q2 		$9.09K Buy
108
+22
+26% +$1.77K ﹤0.01% 713
2025
Q1 		$7.08K Hold
86
– – ﹤0.01% 747
2024
Q4 		$7.27K Sell
86
-19
-18% -$1.68K ﹤0.01% 743
2024
Q3 		$9.37K Sell
105
-9
-8% -$718 ﹤0.01% 651
2024
Q2 		$8.4K Hold
114
– – ﹤0.01% 679
2024
Q1 		$7.61K Sell
114
-39
-25% -$2.39K ﹤0.01% 707
2023
Q4 		$9.36K Sell
153
-34
-18% -$2.09K ﹤0.01% 587
2023
Q3 		$10.6K Sell
187
-46
-20% -$2.83K ﹤0.01% 481
2023
Q2 		$14.6K Buy
233
+49
+27% +$3.06K ﹤0.01% 387
2023
Q1 		$11.5K Buy
184
+38
+26% +$2.3K ﹤0.01% 441
2022
Q4 		$8.95K Buy
146
+29
+25% +$1.68K ﹤0.01% 529
2022
Q3 		$7K Sell
117
-3
-3% -$193 ﹤0.01% 544
2022
Q2 		$8K Buy
+120
New +$8.16K ﹤0.01% 511
2021
Q4 		$8K Sell
123
-63
-34% -$3.99K ﹤0.01% 569
2021
Q3 		$11K Buy
+186
New +$11.6K ﹤0.01% 431

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

Bell Investment Advisors's PEG Position: Q2 2026 in Review

Bell Investment Advisors increased its Public Service Enterprise Group (PEG) stake by 67% in Q2 2026, buying an estimated $4.39K and bringing the position to 137 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Bell Investment Advisors first reported a position in PEG in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.3K in Q4 2025. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Bell Investment Advisors held 137 shares of Public Service Enterprise Group worth $11.1K as of Q2 2026.
  • Bell Investment Advisors bought 55 Public Service Enterprise Group shares in Q2 2026, an estimated $4.39K.
  • Public Service Enterprise Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #673 holding.
  • Bell Investment Advisors first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Public Service Enterprise Group position peaked at $15.3K in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.