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Concurrent Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Concurrent Investment 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 		$1.61M Buy
19,948
+369
+2% +$30.3K 0.02% 689
2025
Q4 		$1.57M Buy
19,579
+4,903
+33% +$400K 0.02% 652
2025
Q3 		$1.22M Buy
14,676
+216
+1% +$18.1K 0.02% 595
2025
Q2 		$1.22M Sell
14,460
-198
-1% -$16K 0.02% 548
2025
Q1 		$1.21M Sell
14,658
-61
-0.4% -$5.09K 0.03% 491
2024
Q4 		$1.24M Sell
14,719
-356
-2% -$31.5K 0.03% 435
2024
Q3 		$1.34M Buy
15,075
+1,043
+7% +$83.2K 0.04% 400
2024
Q2 		$1.03M Buy
14,032
+20
+0.1% +$1.42K 0.03% 424
2024
Q1 		$936K Buy
14,012
+439
+3% +$26.9K 0.04% 383
2023
Q4 		$830K Buy
+13,573
New +$834K 0.04% 366

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

Concurrent Investment Advisors's PEG Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Public Service Enterprise Group (PEG) stake by 1.9% in Q1 2026, buying an estimated $30.3K and bringing the position to 19,948 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #689.

Concurrent Investment Advisors first reported a position in PEG in Q4 2023 and has held it in 10 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Concurrent Investment Advisors held 19,948 shares of Public Service Enterprise Group worth $1.61M as of Q1 2026.
  • Concurrent Investment Advisors bought 369 Public Service Enterprise Group shares in Q1 2026, an estimated $30.3K.
  • Public Service Enterprise Group made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #689 holding.
  • Concurrent Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 10 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.