BFG
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Bleakley Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Bleakley Financial Group’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 		$5.4M Buy
66,546
+3,852
+6% +$308K 0.07% 227
2026
Q1 		$5.08M Sell
62,694
-950
-1% -$77.9K 0.08% 210
2025
Q4 		$5.11M Buy
63,644
+395
+0.6% +$32.2K 0.09% 180
2025
Q3 		$5.28M Buy
63,249
+1,086
+2% +$91.1K 0.12% 148
2025
Q2 		$5.23M Buy
62,163
+1,438
+2% +$116K 0.13% 146
2025
Q1 		$5M Sell
60,725
-32
-0.1% -$2.67K 0.16% 124
2024
Q4 		$5.13M Sell
60,757
-408
-0.7% -$36.1K 0.15% 111
2024
Q3 		$5.46M Sell
61,165
-50
-0.1% -$3.99K 0.17% 110
2024
Q2 		$4.51M Sell
61,215
-320
-0.5% -$22.7K 0.13% 145
2024
Q1 		$4.11M Sell
61,535
-2,142
-3% -$131K 0.12% 170
2023
Q4 		$3.89M Buy
63,677
+252
+0.4% +$15.5K 0.12% 160
2023
Q3 		$3.61M Sell
63,425
-3,002
-5% -$184K 0.13% 148
2023
Q2 		$4.16M Buy
66,427
+763
+1% +$47.6K 0.13% 147
2023
Q1 		$4.1M Sell
65,664
-305
-0.5% -$18.5K 0.14% 142
2022
Q4 		$4.04M Buy
+65,969
New +$3.83M 0.14% 135

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

Bleakley Financial Group's PEG Position: Q2 2026 in Review

Bleakley Financial Group increased its Public Service Enterprise Group (PEG) stake by 6.1% in Q2 2026, buying an estimated $308K and bringing the position to 66,546 shares worth $5.4M. The position accounts for 0.07% of the portfolio, ranked #227.

Bleakley Financial Group first reported a position in PEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.46M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Bleakley Financial Group held 66,546 shares of Public Service Enterprise Group worth $5.4M as of Q2 2026.
  • Bleakley Financial Group bought 3,852 Public Service Enterprise Group shares in Q2 2026, an estimated $308K.
  • Public Service Enterprise Group made up 0.07% of Bleakley Financial Group's portfolio in Q2 2026, its #227 holding.
  • Bleakley Financial Group first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Public Service Enterprise Group position peaked at $5.46M in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.