CIA
PEG icon

ClearBridge Investments (Australia)’s Public Service Enterprise Group PEG Stock Holding History

ClearBridge Investments (Australia)’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
2025
Q2 		$174M Buy
2,069,913
+335,637
+19% +$27.1M 3.82% 13
2025
Q1 		$143M Buy
+1,734,276
New +$145M 3.71% 12
2024
Q4 		– Sell
-1,078,807
Closed -$96.2M – 28
2024
Q3 		$96.2M Sell
1,078,807
-1,228,151
-53% -$98M 2.41% 16
2024
Q2 		$170M Sell
2,306,958
-75,017
-3% -$5.33M 4.97% 10
2024
Q1 		$159M Sell
2,381,975
-959,679
-29% -$58.8M 4.53% 11
2023
Q4 		$204M Sell
3,341,654
-1,178,005
-26% -$72.4M 5.72% 9
2023
Q3 		$257M Sell
4,519,659
-597,653
-12% -$36.7M 8.34% 2
2023
Q2 		$320M Sell
5,117,312
-133,076
-3% -$8.31M 9.04% 1
2023
Q1 		$328M Buy
5,250,388
+87,249
+2% +$5.28M 10.36% 1
2022
Q4 		$316M Sell
5,163,139
-334,084
-6% -$19.4M 9.63% 2
2022
Q3 		$309M Buy
5,497,223
+592,617
+12% +$38.2M 10.08% 2
2022
Q2 		$310M Buy
4,904,606
+659,183
+16% +$44.8M 9.15% 1
2022
Q1 		$297M Buy
4,245,423
+432,908
+11% +$28.7M 9.27% 1
2021
Q4 		$254M Sell
3,812,515
-35,310
-0.9% -$2.23M 7.65% 2
2021
Q3 		$234M Buy
3,847,825
+325,715
+9% +$20.3M 7.71% 3
2021
Q2 		$210M Sell
3,522,110
-296,850
-8% -$18.3M 8.02% 3
2021
Q1 		$230M Buy
3,818,960
+314,002
+9% +$18.1M 9.67% 1
2020
Q4 		$204M Sell
3,504,958
-35,569
-1% -$2.07M 9.5% 1
2020
Q3 		$194M Buy
3,540,527
+2,622,726
+286% +$139M 10.17% 1
2020
Q2 		$45.1M Sell
917,801
-26,906
-3% -$1.34M 2.66% 18
2020
Q1 		$42.4M Sell
944,707
-6,419
-0.7% -$347K 2.93% 14
2019
Q4 		$55.8M Buy
951,126
+33,411
+4% +$2.03M 2.92% 14
2019
Q3 		$57M Buy
917,715
+914,012
+24,683% +$54.6M 3.65% 12
2019
Q2 		$218K Sell
3,703
-205
-5% -$12.2K 0.02% 27
2019
Q1 		$233K Sell
3,908
-2,212
-36% -$124K 0.02% 26
2018
Q4 		$319K Buy
6,120
+510
+9% +$27.5K 0.02% 25
2018
Q3 		$297K Sell
5,610
-985
-15% -$51.4K 0.02% 28
2018
Q2 		$358K Buy
6,595
+1,333
+25% +$68.5K 0.02% 27
2018
Q1 		$265K Buy
5,262
+497
+10% +$24.4K 0.02% 28
2017
Q4 		$246K Buy
4,765
+1,418
+42% +$71.5K 0.02% 28
2017
Q3 		$155K Buy
3,347
+2,812
+526% +$127K 0.01% 36
2017
Q2 		$24K Sell
535
-170
-24% -$7.51K ﹤0.01% 37
2017
Q1 		$32K Buy
705
+344
+95% +$15.2K ﹤0.01% 31
2016
Q4 		$16K Buy
+361
New +$15.1K ﹤0.01% 33

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

ClearBridge Investments (Australia)'s PEG Position: Q2 2025 in Review

ClearBridge Investments (Australia) increased its Public Service Enterprise Group (PEG) stake by 19% in Q2 2025, buying an estimated $27.1M and bringing the position to 2,069,913 shares worth $174M. The position accounts for 3.82% of the portfolio, ranked #13.

ClearBridge Investments (Australia) first reported a position in PEG in Q4 2016 and has held it in 34 quarters since. The position peaked at $328M in Q1 2023. 1,214 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • ClearBridge Investments (Australia) held 2,069,913 shares of Public Service Enterprise Group worth $174M as of Q2 2025.
  • ClearBridge Investments (Australia) bought 335,637 Public Service Enterprise Group shares in Q2 2025, an estimated $27.1M.
  • Public Service Enterprise Group made up 3.82% of ClearBridge Investments (Australia)'s portfolio in Q2 2025, its #13 holding.
  • ClearBridge Investments (Australia) first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 34 quarters since.
  • ClearBridge Investments (Australia)'s Public Service Enterprise Group position peaked at $328M in Q1 2023.
  • 1,214 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on ClearBridge Investments (Australia)'s 13F filing for Q2 2025, filed 12 Aug 2025.