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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
Q2 		$1.73M Buy
21,297
+1,349
+7% +$108K 0.01% 766
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Concurrent Investment Advisors's PEG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Public Service Enterprise Group (PEG) stake by 6.8% in Q2 2026, buying an estimated $108K and bringing the position to 21,297 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #766.

Concurrent Investment Advisors first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Concurrent Investment Advisors held 21,297 shares of Public Service Enterprise Group worth $1.73M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,349 Public Service Enterprise Group shares in Q2 2026, an estimated $108K.
  • Public Service Enterprise Group made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #766 holding.
  • Concurrent Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.