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

Denali 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 Q1	$1.39M	Sell	17,220 -1,700	-9%	-$139K	0.15%	148
2025 Q4	$1.52M	Buy	+18,920	New	+$1.54M	0.17%	130
2022 Q1	–	Sell	-7,100	Closed	-$474K	–	415
2021 Q4	$474K	Sell	7,100 -4,500	-39%	-$285K	0.18%	124
2021 Q3	$706K	Buy	11,600 +4,900	+73%	+$306K	0.3%	89
2021 Q2	$400K	Buy	+6,700	New	+$414K	0.15%	106
2017 Q2	–	Sell	-161,930	Closed	-$7.18M	–	284
2017 Q1	$7.18M	Buy	161,930 +11,591	+8%	+$512K	1.06%	37
2016 Q4	$6.6M	Buy	150,339 +48,300	+47%	+$2.01M	1.15%	37
2016 Q3	$4.27M	Buy	102,039 +42,239	+71%	+$1.86M	0.65%	57
2016 Q2	$2.79M	Hold	59,800	–	–	0.48%	62
2016 Q1	$2.82M	Buy	59,800 +22,500	+60%	+$956K	0.62%	55
2015 Q4	$1.44M	Hold	37,300	–	–	0.32%	77
2015 Q3	$1.57M	Hold	37,300	–	–	0.36%	78
2015 Q2	$1.47M	Hold	37,300	–	–	0.32%	81
2015 Q1	$1.56M	Sell	37,300 -1,000	-3%	-$41.8K	0.36%	83
2014 Q4	$1.59M	Sell	38,300 -2,500	-6%	-$101K	0.45%	72
2014 Q3	$1.52M	Sell	40,800 -10,000	-20%	-$369K	0.44%	73
2014 Q2	$2.07M	Hold	50,800	–	–	0.57%	66
2014 Q1	$1.94M	Hold	50,800	–	–	0.56%	67
2013 Q4	$1.63M	Buy	+50,800	New	+$1.68M	0.51%	64
2013 Q3	–	Sell	-3,800	Closed	-$124K	–	219
2013 Q2	$124K	Buy	+3,800	New	+$130K	0.05%	124

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

Denali Advisors's PEG Position: Q1 2026 in Review

Denali Advisors reduced its Public Service Enterprise Group (PEG) stake by 9% in Q1 2026, selling an estimated $139K and leaving 17,220 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #148.

Denali Advisors first reported a position in PEG in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.18M in Q1 2017. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Denali Advisors held 17,220 shares of Public Service Enterprise Group worth $1.39M as of Q1 2026.
Denali Advisors sold 1,700 Public Service Enterprise Group shares in Q1 2026, an estimated $139K.
Public Service Enterprise Group made up 0.15% of Denali Advisors's portfolio in Q1 2026, its #148 holding.
Denali Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 20 quarters since.
Denali Advisors's Public Service Enterprise Group position peaked at $7.18M in Q1 2017.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.