CIA
PEG icon

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

Capital 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
Q1 		$507K Buy
6,264
+158
+3% +$13K 0.01% 484
2025
Q4 		$490K Buy
6,106
+6
+0.1% +$489 0.01% 488
2025
Q3 		$509K Buy
6,100
+814
+15% +$68.3K 0.01% 468
2025
Q2 		$445K Buy
5,286
+2,683
+103% +$216K 0.01% 473
2025
Q1 		$214K Sell
2,603
-109
-4% -$9.09K ﹤0.01% 621
2024
Q4 		$229K Buy
2,712
+56
+2% +$4.96K ﹤0.01% 577
2024
Q3 		$237K Buy
+2,656
New +$212K ﹤0.01% 581
2024
Q1 		– Sell
-4,616
Closed -$282K – 654
2023
Q4 		$282K Sell
4,616
-124
-3% -$7.62K 0.01% 482
2023
Q3 		$270K Sell
4,740
-198
-4% -$12.2K 0.01% 478
2023
Q2 		$309K Buy
4,938
+1
+0% +$62 0.01% 423
2023
Q1 		$308K Buy
4,937
+56
+1% +$3.39K 0.01% 440
2022
Q4 		$299K Buy
4,881
+41
+0.8% +$2.38K 0.01% 448
2022
Q3 		$272K Buy
4,840
+98
+2% +$6.31K 0.01% 436
2022
Q2 		$300K Sell
4,742
-79
-2% -$5.37K 0.01% 427
2022
Q1 		$338K Buy
4,821
+1
+0% +$66 0.01% 433
2021
Q4 		$322K Buy
4,820
+5
+0.1% +$316 0.01% 441
2021
Q3 		$293K Buy
4,815
+1
+0% +$62 0.01% 459
2021
Q2 		$288K Sell
4,814
-192
-4% -$11.9K 0.01% 459
2021
Q1 		$301K Buy
5,006
+185
+4% +$10.7K 0.01% 429
2020
Q4 		$281K Sell
4,821
-649
-12% -$37.8K 0.01% 432
2020
Q3 		$300K Sell
5,470
-81
-1% -$4.29K 0.01% 390
2020
Q2 		$273K Buy
5,551
+2
+0% +$100 0.01% 399
2020
Q1 		$249K Sell
5,549
-125
-2% -$6.75K 0.02% 377
2019
Q4 		$335K Sell
5,674
-389
-6% -$23.6K 0.02% 387
2019
Q3 		$376K Sell
6,063
-797
-12% -$47.6K 0.02% 351
2019
Q2 		$404K Buy
6,860
+170
+3% +$10.1K 0.02% 340
2019
Q1 		$397K Sell
6,690
-858
-11% -$48K 0.02% 331
2018
Q4 		$393K Buy
7,548
+96
+1% +$5.17K 0.03% 322
2018
Q3 		$393K Buy
7,452
+2
+0% +$104 0.02% 343
2018
Q2 		$403K Sell
7,450
-538
-7% -$27.6K 0.03% 336
2018
Q1 		$401K Sell
7,988
-150
-2% -$7.36K 0.03% 330
2017
Q4 		$419K Sell
8,138
-468
-5% -$23.6K 0.03% 322
2017
Q3 		$398K Sell
8,606
-603
-7% -$27.3K 0.03% 323
2017
Q2 		$396K Sell
9,209
-162
-2% -$7.16K 0.03% 321
2017
Q1 		$416K Sell
9,371
-216
-2% -$9.54K 0.03% 309
2016
Q4 		$421K Sell
9,587
-826
-8% -$34.4K 0.04% 297
2016
Q3 		$436K Sell
10,413
-68
-0.6% -$3K 0.04% 285
2016
Q2 		$489K Sell
10,481
-207
-2% -$9.39K 0.05% 263
2016
Q1 		$504K Buy
10,688
+218
+2% +$9.26K 0.05% 253
2015
Q4 		$405K Buy
10,470
+617
+6% +$24.7K 0.04% 277
2015
Q3 		$415K Buy
9,853
+3,048
+45% +$124K 0.05% 252
2015
Q2 		$267K Buy
6,805
+1,245
+22% +$51.6K 0.03% 327
2015
Q1 		$233K Hold
5,560
– – 0.02% 354
2014
Q4 		$230K Sell
5,560
-3,400
-38% -$137K 0.03% 346
2014
Q3 		$334K Buy
8,960
+140
+2% +$5.17K 0.04% 279
2014
Q2 		$360K Buy
8,820
+100
+1% +$3.88K 0.04% 276
2014
Q1 		$333K Buy
8,720
+100
+1% +$3.45K 0.04% 287
2013
Q4 		$276K Buy
+8,620
New +$285K 0.04% 305

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

Capital Investment Advisors's PEG Position: Q1 2026 in Review

Capital Investment Advisors increased its Public Service Enterprise Group (PEG) stake by 2.6% in Q1 2026, buying an estimated $13K and bringing the position to 6,264 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #484.

Capital Investment Advisors first reported a position in PEG in Q4 2013 and has held it in 48 quarters since. The position peaked at $509K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Capital Investment Advisors held 6,264 shares of Public Service Enterprise Group worth $507K as of Q1 2026.
  • Capital Investment Advisors bought 158 Public Service Enterprise Group shares in Q1 2026, an estimated $13K.
  • Public Service Enterprise Group made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #484 holding.
  • Capital Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2013 and has held it in 48 quarters since.
  • Capital Investment Advisors's Public Service Enterprise Group position peaked at $509K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.