Elevated Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Elevated Capital 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	$285K	Sell	3,515 -3,573	-50%	-$285K	0.08%	221
2026 Q1	$574K	Sell	7,088 -4,208	-37%	-$345K	0.14%	164
2025 Q4	$907K	Buy	11,296 +563	+5%	+$45.9K	0.21%	121
2025 Q3	$896K	Sell	10,733 -1,027	-9%	-$86.1K	0.22%	116
2025 Q2	$968K	Hold	11,760	–	–	0.27%	103
2025 Q1	$968K	Buy	11,760 +479	+4%	+$40K	0.27%	103
2024 Q4	$953K	Sell	11,281 -389	-3%	-$34.4K	0.26%	112
2024 Q3	$1.04M	Sell	11,670 -275	-2%	-$21.9K	0.28%	101
2024 Q2	$880K	Buy	+11,945	New	+$849K	0.25%	109

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevated Capital Advisors's PEG Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Public Service Enterprise Group (PEG) stake by 50% in Q2 2026, selling an estimated $285K and leaving 3,515 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #221.

Elevated Capital Advisors first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Elevated Capital Advisors held 3,515 shares of Public Service Enterprise Group worth $285K as of Q2 2026.
Elevated Capital Advisors sold 3,573 Public Service Enterprise Group shares in Q2 2026, an estimated $285K.
Public Service Enterprise Group made up 0.08% of Elevated Capital Advisors's portfolio in Q2 2026, its #221 holding.
Elevated Capital Advisors first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Public Service Enterprise Group position peaked at $1.04M in Q3 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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