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Clear Trail Advisors’s Public Service Enterprise Group PEG Stock Holding History

Clear Trail 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 		$1.33M Sell
16,411
-3,621
-18% -$289K 0.2% 89
2026
Q1 		$1.62M Sell
20,032
-4,985
-20% -$409K 0.27% 69
2025
Q4 		$2.01M Buy
+25,017
New +$2.04M 0.47% 48

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
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Clear Trail Advisors's PEG Position: Q2 2026 in Review

Clear Trail Advisors reduced its Public Service Enterprise Group (PEG) stake by 18% in Q2 2026, selling an estimated $289K and leaving 16,411 shares worth $1.33M. The position accounts for 0.2% of the portfolio, ranked #89.

Clear Trail Advisors first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.01M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Clear Trail Advisors held 16,411 shares of Public Service Enterprise Group worth $1.33M as of Q2 2026.
  • Clear Trail Advisors sold 3,621 Public Service Enterprise Group shares in Q2 2026, an estimated $289K.
  • Public Service Enterprise Group made up 0.2% of Clear Trail Advisors's portfolio in Q2 2026, its #89 holding.
  • Clear Trail Advisors first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Clear Trail Advisors's Public Service Enterprise Group position peaked at $2.01M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.