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Drake & Associates’s Public Service Enterprise Group PEG Stock Holding History

Drake & Associates’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 		– Sell
-14,385
Closed -$1.16M – 115
2026
Q1 		$1.16M Sell
14,385
-6,176
-30% -$506K 0.22% 41
2025
Q4 		$1.65M Sell
20,561
-8,318
-29% -$679K 0.33% 43
2025
Q3 		$2.31M Buy
+28,879
New +$2.42M 0.48% 38

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

Drake & Associates's PEG Position: Q2 2026 in Review

Drake & Associates sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 14,385 shares — an estimated $1.16M sold.

Drake & Associates first reported a position in PEG in Q3 2025 and held it in 3 quarters. The position peaked at $2.31M in Q3 2025. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Drake & Associates reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Drake & Associates sold 14,385 Public Service Enterprise Group shares in Q2 2026, an estimated $1.16M.
  • Drake & Associates first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 3 quarters.
  • Drake & Associates's Public Service Enterprise Group position peaked at $2.31M in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.