Costello Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Costello Asset Management’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	$32.4K	Hold	400	–	–	0.01%	304
2025 Q4	$32.1K	Sell	400 -140	-26%	-$11.4K	0.01%	302
2025 Q3	$45.1K	Buy	540 +1	+0.2%	+$84	0.02%	253
2025 Q2	$45.4K	Buy	539 +401	+291%	+$32.3K	0.02%	247
2025 Q1	$11.4K	Buy	+138	New	+$11.5K	﹤0.01%	442
2023 Q4	–	Sell	-106	Closed	-$6.03K	–	193
2023 Q3	$6.03K	Hold	106	–	–	0.01%	156
2023 Q2	$6.64K	Hold	106	–	–	0.01%	154
2023 Q1	$6.62K	Buy	+106	New	+$6.42K	0.01%	165
2021 Q4	–	Sell	-388	Closed	-$24K	–	247
2021 Q3	$24K	Hold	388	–	–	0.02%	142
2021 Q2	$23K	Hold	388	–	–	0.02%	141
2021 Q1	$23K	Hold	388	–	–	0.02%	148
2020 Q4	$23K	Hold	388	–	–	0.02%	144
2020 Q3	$21K	Hold	388	–	–	0.02%	128
2020 Q2	$19K	Buy	+388	New	+$19.3K	0.02%	126

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

Costello Asset Management's PEG Position: Q1 2026 in Review

Costello Asset Management held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 400 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #304.

Costello Asset Management first reported a position in PEG in Q2 2020 and has held it in 14 quarters since. The position peaked at $45.4K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Costello Asset Management held 400 shares of Public Service Enterprise Group worth $32.4K as of Q1 2026.
Costello Asset Management left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #304 holding.
Costello Asset Management first reported a position in Public Service Enterprise Group in Q2 2020 and has held it in 14 quarters since.
Costello Asset Management's Public Service Enterprise Group position peaked at $45.4K in Q2 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.