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 Q2	$33.8K	Buy	417 +17	+4%	+$1.36K	0.01%	319
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 $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 $3.37T AUM 44.26% 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

Costello Asset Management's PEG Position: Q2 2026 in Review

Costello Asset Management increased its Public Service Enterprise Group (PEG) stake by 4.3% in Q2 2026, buying an estimated $1.36K and bringing the position to 417 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #319.

Costello Asset Management first reported a position in PEG in Q2 2020 and has held it in 15 quarters since. The position peaked at $45.4K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Costello Asset Management held 417 shares of Public Service Enterprise Group worth $33.8K as of Q2 2026.
Costello Asset Management bought 17 Public Service Enterprise Group shares in Q2 2026, an estimated $1.36K.
Public Service Enterprise Group made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #319 holding.
Costello Asset Management first reported a position in Public Service Enterprise Group in Q2 2020 and has held it in 15 quarters since.
Costello Asset Management's Public Service Enterprise Group position peaked at $45.4K in Q2 2025.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.