Ellevest Inc’s Public Service Enterprise Group PEG Stock Holding History

Ellevest Inc’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	$519K	Buy	6,412 +1,686	+36%	+$138K	0.07%	217
2025 Q4	$379K	Buy	+4,726	New	+$386K	0.05%	277
2023 Q2	–	Sell	-62	Closed	-$3.87K	–	1265
2023 Q1	$3.87K	Buy	+62	New	+$3.75K	﹤0.01%	1279
2020 Q4	–	Sell	-858	Closed	-$47K	–	1312
2020 Q3	$47K	Hold	858	–	–	0.01%	384
2020 Q2	$42K	Hold	858	–	–	0.01%	385
2020 Q1	$39K	Sell	858 -9	-1%	-$486	0.01%	279
2019 Q4	$51K	Buy	867 +858	+9,533%	+$52K	0.01%	189
2019 Q3	$1K	Buy	+9	New	+$537	﹤0.01%	445

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

Ellevest Inc's PEG Position: Q1 2026 in Review

Ellevest Inc increased its Public Service Enterprise Group (PEG) stake by 36% in Q1 2026, buying an estimated $138K and bringing the position to 6,412 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #217.

Ellevest Inc first reported a position in PEG in Q3 2019 and has held it in 8 quarters since. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Ellevest Inc held 6,412 shares of Public Service Enterprise Group worth $519K as of Q1 2026.
Ellevest Inc bought 1,686 Public Service Enterprise Group shares in Q1 2026, an estimated $138K.
Public Service Enterprise Group made up 0.07% of Ellevest Inc's portfolio in Q1 2026, its #217 holding.
Ellevest Inc first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 8 quarters since.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.