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 Q2	$749K	Buy	9,226 +20	+0.2%	+$1.6K	0.05%	263
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	0.07%	226
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Coastal Bridge Advisors's PEG Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Public Service Enterprise Group (PEG) stake by 0.22% in Q2 2026, buying an estimated $1.6K and bringing the position to 9,226 shares worth $749K. The position accounts for 0.05% of the portfolio, ranked #263.

Coastal Bridge Advisors first reported a position in PEG in Q3 2019 and has held it in 9 quarters since. The position peaked at $787K in Q2 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Coastal Bridge Advisors held 9,226 shares of Public Service Enterprise Group worth $749K as of Q2 2026.
Coastal Bridge Advisors bought 20 Public Service Enterprise Group shares in Q2 2026, an estimated $1.6K.
Public Service Enterprise Group made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #263 holding.
Coastal Bridge Advisors first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 9 quarters since.
Coastal Bridge Advisors's Public Service Enterprise Group position peaked at $787K in Q2 2025.
1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.