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

CSM 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 		$217K Sell
2,670
-9,392
-78% -$750K ﹤0.01% 404
2026
Q1 		$975K Sell
12,062
-572
-5% -$46.9K 0.02% 334
2025
Q4 		$1.01M Sell
12,634
-17,200
-58% -$1.4M 0.03% 324
2025
Q3 		$2.49M Sell
29,834
-58,775
-66% -$4.93M 0.07% 282
2025
Q2 		$7.46M Buy
88,609
+1,410
+2% +$114K 0.22% 119
2025
Q1 		$7.18M Sell
87,199
-1,780
-2% -$149K 0.39% 59
2024
Q4 		$7.52M Sell
88,979
-385
-0.4% -$34.1K 0.35% 63
2024
Q3 		$7.97M Sell
89,364
-9,635
-10% -$769K 0.52% 65
2024
Q2 		$7.29M Sell
98,999
-500
-0.5% -$35.5K 0.51% 60
2024
Q1 		$6.64M Buy
99,499
+7,950
+9% +$487K 0.44% 67
2023
Q4 		$5.6M Sell
91,549
-2,779
-3% -$171K 0.4% 72
2023
Q3 		$5.37M Sell
94,328
-2,550
-3% -$157K 0.47% 62
2023
Q2 		$6.07M Sell
96,878
-2,045
-2% -$128K 0.46% 65
2023
Q1 		$6.18M Buy
98,923
+9,400
+11% +$569K 0.53% 55
2022
Q4 		$5.49M Buy
89,523
+900
+1% +$52.2K 0.52% 60
2022
Q3 		$4.98M Sell
88,623
-12,160
-12% -$783K 0.54% 58
2022
Q2 		$6.38M Buy
100,783
+180
+0.2% +$12.2K 0.58% 53
2022
Q1 		$7.04M Sell
100,603
-10,400
-9% -$688K 0.48% 61
2021
Q4 		$7.41M Buy
111,003
+810
+0.7% +$51.3K 0.49% 60
2021
Q3 		$6.71M Sell
110,193
-170
-0.2% -$10.6K 0.5% 57
2021
Q2 		$6.6M Sell
110,363
-9,350
-8% -$578K 0.44% 62
2021
Q1 		$7.21M Buy
+119,713
New +$6.91M 1.01% 41

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
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

CSM Advisors's PEG Position: Q2 2026 in Review

CSM Advisors reduced its Public Service Enterprise Group (PEG) stake by 78% in Q2 2026, selling an estimated $750K and leaving 2,670 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

CSM Advisors first reported a position in PEG in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.97M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • CSM Advisors held 2,670 shares of Public Service Enterprise Group worth $217K as of Q2 2026.
  • CSM Advisors sold 9,392 Public Service Enterprise Group shares in Q2 2026, an estimated $750K.
  • Public Service Enterprise Group made up ﹤0.01% of CSM Advisors's portfolio in Q2 2026, its #404 holding.
  • CSM Advisors first reported a position in Public Service Enterprise Group in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Public Service Enterprise Group position peaked at $7.97M in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.