Coastal Bridge Advisors’s Public Service Enterprise Group PEG Stock Holding History

Coastal Bridge 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	$745K	Sell	9,206 -93	-1%	-$7.62K	0.05%	253
2025 Q4	$747K	Buy	9,299 +34	+0.4%	+$2.77K	0.06%	250
2025 Q3	$773K	Sell	9,265 -79	-0.8%	-$6.63K	0.06%	239
2025 Q2	$787K	Buy	9,344 +87	+0.9%	+$7.02K	0.06%	232
2025 Q1	$762K	Buy	+9,257	New	+$772K	0.19%	123
2020 Q3	–	Sell	-4,196	Closed	-$206K	–	145
2020 Q2	$206K	Sell	4,196 -775	-16%	-$38.6K	0.07%	120
2020 Q1	$223K	Buy	+4,971	New	+$269K	0.08%	110
2019 Q4	–	Sell	-4,227	Closed	-$262K	–	144
2019 Q3	$262K	Buy	+4,227	New	+$252K	0.09%	110

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Coastal Bridge Advisors's PEG Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Public Service Enterprise Group (PEG) stake by 1% in Q1 2026, selling an estimated $7.62K and leaving 9,206 shares worth $745K. The position accounts for 0.05% of the portfolio, ranked #253.

Coastal Bridge Advisors first reported a position in PEG in Q3 2019 and has held it in 8 quarters since. The position peaked at $787K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Coastal Bridge Advisors held 9,206 shares of Public Service Enterprise Group worth $745K as of Q1 2026.
Coastal Bridge Advisors sold 93 Public Service Enterprise Group shares in Q1 2026, an estimated $7.62K.
Public Service Enterprise Group made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #253 holding.
Coastal Bridge Advisors first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 8 quarters since.
Coastal Bridge Advisors's Public Service Enterprise Group position peaked at $787K in Q2 2025.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.