CIA
PEG icon

Cape Investment Advisory’s Public Service Enterprise Group PEG Stock Holding History

Cape Investment Advisory’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 		– Sell
-142
Closed -$11.4K – 906
2025
Q4 		$11.4K Buy
142
+133
+1,478% +$10.8K ﹤0.01% 728
2025
Q3 		$751 Buy
+9
New +$755 ﹤0.01% 756
2025
Q1 		– Sell
-2
Closed -$169 – 1181
2024
Q4 		$169 Buy
+2
New +$177 ﹤0.01% 1060
2024
Q1 		– Sell
-106
Closed -$6.48K – 1104
2023
Q4 		$6.48K Buy
106
+13
+14% +$799 ﹤0.01% 739
2023
Q3 		$5.3K Sell
93
-24
-21% -$1.48K ﹤0.01% 662
2023
Q2 		$7.32K Buy
117
+1
+0.9% +$62 ﹤0.01% 605
2023
Q1 		$7.22K Buy
+116
New +$7.03K ﹤0.01% 601

Other funds holding PEG

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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