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Clearstead Advisors’s Public Service Enterprise Group PEG Stock Holding History

Clearstead 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
Q1 		$169K Sell
2,084
-1,398
-40% -$115K ﹤0.01% 1019
2025
Q4 		$280K Buy
3,482
+898
+35% +$73.3K ﹤0.01% 836
2025
Q3 		$216K Buy
2,584
+43
+2% +$3.61K ﹤0.01% 865
2025
Q2 		$214K Buy
2,541
+643
+34% +$51.9K ﹤0.01% 874
2025
Q1 		$156K Buy
1,898
+67
+4% +$5.59K ﹤0.01% 885
2024
Q4 		$155K Sell
1,831
-181
-9% -$16K ﹤0.01% 918
2024
Q3 		$180K Buy
2,012
+4
+0.2% +$319 ﹤0.01% 887
2024
Q2 		$148K Buy
2,008
+793
+65% +$56.4K ﹤0.01% 910
2024
Q1 		$89.3K Sell
1,215
-39
-3% -$2.39K ﹤0.01% 629
2023
Q4 		$76.7K Sell
1,254
-1,408
-53% -$86.5K ﹤0.01% 645
2023
Q3 		$151K Buy
2,662
+2,182
+455% +$134K ﹤0.01% 635
2023
Q2 		$30.1K Buy
480
+85
+22% +$5.31K ﹤0.01% 829
2023
Q1 		$24.7K Buy
395
+48
+14% +$2.91K ﹤0.01% 810
2022
Q4 		$21.3K Buy
347
+28
+9% +$1.63K ﹤0.01% 786
2022
Q3 		$18K Sell
319
-79
-20% -$5.09K ﹤0.01% 793
2022
Q2 		$25K Buy
398
+21
+6% +$1.43K ﹤0.01% 751
2022
Q1 		$26K Buy
377
+134
+55% +$8.87K ﹤0.01% 810
2021
Q4 		$16K Sell
243
-106
-30% -$6.71K ﹤0.01% 864
2021
Q3 		$21K Buy
349
+79
+29% +$4.93K ﹤0.01% 806
2021
Q2 		$16K Buy
270
+27
+11% +$1.67K ﹤0.01% 737
2021
Q1 		$15K Buy
243
+100
+70% +$5.77K ﹤0.01% 722
2020
Q4 		$8K Buy
+143
New +$8.33K ﹤0.01% 751
2020
Q2 		– Sell
-100
Closed -$4K – 823
2020
Q1 		$4K Buy
+100
New +$5.4K ﹤0.01% 667

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

Clearstead Advisors's PEG Position: Q1 2026 in Review

Clearstead Advisors reduced its Public Service Enterprise Group (PEG) stake by 40% in Q1 2026, selling an estimated $115K and leaving 2,084 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Clearstead Advisors first reported a position in PEG in Q1 2020 and has held it in 23 quarters since. The position peaked at $280K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Clearstead Advisors held 2,084 shares of Public Service Enterprise Group worth $169K as of Q1 2026.
  • Clearstead Advisors sold 1,398 Public Service Enterprise Group shares in Q1 2026, an estimated $115K.
  • Public Service Enterprise Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1019 holding.
  • Clearstead Advisors first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's Public Service Enterprise Group position peaked at $280K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.