CIAS
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CBIZ Investment Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-478
Closed -$38.4K – 658
2025
Q4 		$38.4K Hold
478
– – ﹤0.01% 173
2025
Q3 		$39.9K Hold
478
– – ﹤0.01% 152
2025
Q2 		$40.2K Sell
478
-462
-49% -$37.3K ﹤0.01% 156
2025
Q1 		$77.4K Sell
940
-34
-3% -$2.84K ﹤0.01% 92
2024
Q4 		$82.3K Sell
974
-145
-13% -$12.8K ﹤0.01% 80
2024
Q3 		$99.9K Buy
1,119
+381
+52% +$30.4K 0.01% 71
2024
Q2 		$54.4K Sell
738
-251
-25% -$17.8K ﹤0.01% 100
2024
Q1 		$66.1K Buy
+989
New +$60.6K ﹤0.01% 86

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

CBIZ Investment Advisory Services's PEG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 478 shares — an estimated $38.4K sold.

CBIZ Investment Advisory Services first reported a position in PEG in Q1 2024 and held it in 8 quarters. The position peaked at $99.9K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 478 Public Service Enterprise Group shares in Q1 2026, an estimated $38.4K.
  • CBIZ Investment Advisory Services first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's Public Service Enterprise Group position peaked at $99.9K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.