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Crestwood Advisors Group’s Public Service Enterprise Group PEG Stock Holding History

Crestwood Advisors Group’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 		$1.01M Sell
12,415
-1,420
-10% -$113K 0.01% 319
2026
Q1 		$1.12M Buy
13,835
+7,997
+137% +$656K 0.02% 294
2025
Q4 		$469K Buy
5,838
+701
+14% +$57.2K 0.01% 408
2025
Q3 		$429K Buy
5,137
+260
+5% +$21.8K 0.01% 389
2025
Q2 		$411K Buy
4,877
+505
+12% +$40.7K 0.01% 378
2025
Q1 		$360K Buy
4,372
+321
+8% +$26.8K 0.01% 390
2024
Q4 		$342K Buy
4,051
+56
+1% +$4.96K 0.01% 361
2024
Q3 		$356K Buy
3,995
+142
+4% +$11.3K 0.01% 347
2024
Q2 		$284K Buy
3,853
+153
+4% +$10.9K 0.01% 360
2024
Q1 		$247K Buy
3,700
+134
+4% +$8.21K 0.01% 378
2023
Q4 		$218K Sell
3,566
-147
-4% -$9.03K 0.01% 376
2023
Q3 		$211K Buy
+3,713
New +$228K 0.01% 343
2020
Q1 		– Sell
-3,511
Closed -$207K – 247
2019
Q4 		$207K Hold
3,511
– – 0.01% 242
2019
Q3 		$218K Hold
3,511
– – 0.01% 230
2019
Q2 		$207K Buy
+3,511
New +$209K 0.01% 227
2017
Q2 		– Sell
-442
Closed -$19K – 364
2017
Q1 		$19K Buy
+442
New +$19.5K ﹤0.01% 384

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Crestwood Advisors Group's PEG Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Public Service Enterprise Group (PEG) stake by 10% in Q2 2026, selling an estimated $113K and leaving 12,415 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #319.

Crestwood Advisors Group first reported a position in PEG in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.12M in Q1 2026. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Crestwood Advisors Group held 12,415 shares of Public Service Enterprise Group worth $1.01M as of Q2 2026.
  • Crestwood Advisors Group sold 1,420 Public Service Enterprise Group shares in Q2 2026, an estimated $113K.
  • Public Service Enterprise Group made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #319 holding.
  • Crestwood Advisors Group first reported a position in Public Service Enterprise Group in Q1 2017 and has held it in 16 quarters since.
  • Crestwood Advisors Group's Public Service Enterprise Group position peaked at $1.12M in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.