DBRC
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D.B. Root & Company’s Public Service Enterprise Group PEG Stock Holding History

D.B. Root & Company’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 		$389K Sell
4,790
-285
-6% -$22.8K 0.08% 147
2026
Q1 		$411K Buy
5,075
+94
+2% +$7.71K 0.1% 131
2025
Q4 		$400K Buy
4,981
+76
+2% +$6.2K 0.1% 125
2025
Q3 		$409K Buy
4,905
+15
+0.3% +$1.26K 0.1% 124
2025
Q2 		$412K Buy
4,890
+36
+0.7% +$2.9K 0.12% 123
2025
Q1 		$399K Sell
4,854
-65
-1% -$5.42K 0.13% 113
2024
Q4 		$416K Sell
4,919
-102
-2% -$9.03K 0.13% 108
2024
Q3 		$448K Sell
5,021
-302
-6% -$24.1K 0.15% 103
2024
Q2 		$392K Buy
+5,323
New +$378K 0.13% 127

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

D.B. Root & Company's PEG Position: Q2 2026 in Review

D.B. Root & Company reduced its Public Service Enterprise Group (PEG) stake by 5.6% in Q2 2026, selling an estimated $22.8K and leaving 4,790 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #147.

D.B. Root & Company first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • D.B. Root & Company held 4,790 shares of Public Service Enterprise Group worth $389K as of Q2 2026.
  • D.B. Root & Company sold 285 Public Service Enterprise Group shares in Q2 2026, an estimated $22.8K.
  • Public Service Enterprise Group made up 0.08% of D.B. Root & Company's portfolio in Q2 2026, its #147 holding.
  • D.B. Root & Company first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • D.B. Root & Company's Public Service Enterprise Group position peaked at $448K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.