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

Capstone 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 		$259K Buy
3,200
+100
+3% +$8.2K ﹤0.01% 1419
2025
Q4 		$249K Sell
3,100
-2,400
-44% -$196K ﹤0.01% 1432
2025
Q3 		$459K Buy
5,500
+1,200
+28% +$101K ﹤0.01% 1436
2025
Q2 		$362K Sell
4,300
-3,500
-45% -$282K ﹤0.01% 1297
2025
Q1 		$642K Buy
7,800
+1,300
+20% +$108K ﹤0.01% 1016
2024
Q4 		$549K Buy
6,500
+3,500
+117% +$310K ﹤0.01% 1281
2024
Q3 		$268K Buy
3,000
+2,900
+2,900% +$231K ﹤0.01% 1460
2024
Q2 		$7.37K Buy
+100
New +$7.11K ﹤0.01% 2018
2024
Q1 		– Sell
-700
Closed -$42.8K – 2498
2023
Q4 		$42.8K Buy
+700
New +$43K ﹤0.01% 2015
2022
Q3 		– Sell
-2,900
Closed -$184K – 1740
2022
Q2 		$184K Sell
2,900
-30,900
-91% -$2.1M ﹤0.01% 1431
2022
Q1 		$2.37M Buy
33,800
+7,500
+29% +$497K 0.01% 979
2021
Q4 		$1.75M Buy
26,300
+10,000
+61% +$633K ﹤0.01% 1153
2021
Q3 		$993K Buy
16,300
+2,100
+15% +$131K ﹤0.01% 1410
2021
Q2 		$848K Sell
14,200
-900
-6% -$55.6K ﹤0.01% 1282
2021
Q1 		$909K Buy
15,100
+2,100
+16% +$121K ﹤0.01% 1155
2020
Q4 		$758K Buy
13,000
+3,300
+34% +$192K ﹤0.01% 1154
2020
Q3 		$533K Sell
9,700
-1,000
-9% -$53K ﹤0.01% 1157
2020
Q2 		$526K Buy
+10,700
New +$533K ﹤0.01% 1087
2018
Q4 		– Sell
-600
Closed -$32K – 1337
2018
Q3 		$32K Buy
+600
New +$31.3K ﹤0.01% 1232

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

Capstone Investment Advisors's PEG Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 10,580 shares — an estimated $883K sold.

Capstone Investment Advisors first reported a position in PEG in Q4 2015 and held it in 18 quarters. The position peaked at $5.96M in Q2 2016. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,580 Public Service Enterprise Group shares in Q1 2025, an estimated $883K.
  • Capstone Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2015 and held it in 18 quarters.
  • Capstone Investment Advisors's Public Service Enterprise Group position peaked at $5.96M in Q2 2016.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.