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

Capital Planning 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	$356K	Sell	4,403 -4	-0.1%	-$328	0.05%	117
2025 Q4	$354K	Buy	4,407 +27	+0.6%	+$2.2K	0.05%	127
2025 Q3	$366K	Hold	4,380	–	–	0.05%	121
2025 Q2	$369K	Sell	4,380 -1	-0%	-$81	0.05%	110
2025 Q1	$361K	Sell	4,381 -12	-0.3%	-$1K	0.06%	112
2024 Q4	$371K	Buy	4,393 +12	+0.3%	+$1.06K	0.06%	112
2024 Q3	$391K	Buy	+4,381	New	+$350K	0.06%	109

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Capital Planning Advisors reduced its Public Service Enterprise Group (PEG) stake by 0.09% in Q1 2026, selling an estimated $328 and leaving 4,403 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #117.

Capital Planning Advisors first reported a position in PEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $391K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Capital Planning Advisors held 4,403 shares of Public Service Enterprise Group worth $356K as of Q1 2026.
Capital Planning Advisors sold 4 Public Service Enterprise Group shares in Q1 2026, an estimated $328.
Public Service Enterprise Group made up 0.05% of Capital Planning Advisors's portfolio in Q1 2026, its #117 holding.
Capital Planning Advisors first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 7 quarters since.
Capital Planning Advisors's Public Service Enterprise Group position peaked at $391K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.