CSPIA
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Cary Street Partners Investment Advisory’s Public Service Enterprise Group PEG Stock Holding History

Cary Street Partners 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
Q2 		$118K Buy
1,451
+346
+31% +$27.6K 0.02% 475
2026
Q1 		$89.4K Buy
1,105
+284
+35% +$23.3K 0.02% 468
2025
Q4 		$65.9K Buy
821
+207
+34% +$16.9K 0.02% 482
2025
Q3 		$51.2K Buy
614
+73
+13% +$6.12K 0.02% 434
2025
Q2 		$45.5K Buy
+541
New +$43.6K 0.02% 407
2025
Q1 		– Sell
-318
Closed -$26.9K – 590
2024
Q4 		$26.9K Sell
318
-2,254
-88% -$199K 0.02% 389
2024
Q3 		$229K Sell
2,572
-459
-15% -$36.6K 0.01% 689
2024
Q2 		$223K Buy
+3,031
New +$215K 0.01% 680
2023
Q4 		– Sell
-3,243
Closed -$185K – 1468
2023
Q3 		$185K Buy
3,243
+658
+25% +$40.4K 0.01% 572
2023
Q2 		$162K Sell
2,585
-12,287
-83% -$767K 0.01% 562
2023
Q1 		$929K Buy
14,872
+8
+0.1% +$485 0.07% 249
2022
Q4 		$911K Buy
14,864
+8
+0.1% +$464 0.07% 246
2022
Q3 		$835K Buy
14,856
+1,009
+7% +$65K 0.07% 247
2022
Q2 		$876K Buy
+13,847
New +$941K 0.07% 224
2021
Q1 		– Sell
-6,229
Closed -$363K – 393
2020
Q4 		$363K Buy
6,229
+4,750
+321% +$277K 0.07% 226
2020
Q3 		$81K Buy
+1,479
New +$78.3K 0.02% 413

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's PEG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Public Service Enterprise Group (PEG) stake by 31% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,451 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #475.

Cary Street Partners Investment Advisory first reported a position in PEG in Q3 2020 and has held it in 16 quarters since. The position peaked at $929K in Q1 2023. 1,050 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,451 shares of Public Service Enterprise Group worth $118K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 346 Public Service Enterprise Group shares in Q2 2026, an estimated $27.6K.
  • Public Service Enterprise Group made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #475 holding.
  • Cary Street Partners Investment Advisory first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 16 quarters since.
  • Cary Street Partners Investment Advisory's Public Service Enterprise Group position peaked at $929K in Q1 2023.
  • 1,050 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.