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Carnegie Lake Advisors’s Public Service Enterprise Group PEG Stock Holding History

Carnegie Lake 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
Q2 		$206K Hold
2,536
– – 0.08% 159
2026
Q1 		$205K Sell
2,536
-50
-2% -$4.1K 0.08% 157
2025
Q4 		$208K Sell
2,586
-500
-16% -$40.8K 0.08% 155
2025
Q3 		$258K Hold
3,086
– – 0.1% 144
2025
Q2 		$260K Hold
3,086
– – 0.1% 136
2025
Q1 		$254K Sell
3,086
-250
-7% -$20.9K 0.1% 130
2024
Q4 		$282K Hold
3,336
– – 0.11% 123
2024
Q3 		$298K Buy
+3,336
New +$266K 0.12% 119

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Carnegie Lake Advisors's PEG Position: Q2 2026 in Review

Carnegie Lake Advisors held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 2,536 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #159.

Carnegie Lake Advisors first reported a position in PEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $298K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Carnegie Lake Advisors held 2,536 shares of Public Service Enterprise Group worth $206K as of Q2 2026.
  • Carnegie Lake Advisors left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.08% of Carnegie Lake Advisors's portfolio in Q2 2026, its #159 holding.
  • Carnegie Lake Advisors first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's Public Service Enterprise Group position peaked at $298K in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.