Empirical Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Empirical Asset Management’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	$360K	Sell	4,444 -14	-0.3%	-$1.15K	0.09%	264
2025 Q4	$358K	Sell	4,458 -4	-0.1%	-$326	0.1%	238
2025 Q3	$372K	Buy	4,462 +29	+0.7%	+$2.43K	0.1%	266
2025 Q2	$373K	Sell	4,433 -218	-5%	-$17.6K	0.12%	241
2025 Q1	$383K	Buy	4,651 +224	+5%	+$18.7K	0.13%	224
2024 Q4	$374K	Buy	4,427 +21	+0.5%	+$1.86K	0.12%	200
2024 Q3	$393K	Buy	4,406 +8	+0.2%	+$638	0.14%	192
2024 Q2	$324K	Buy	+4,398	New	+$313K	0.12%	232

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

Empirical Asset Management's PEG Position: Q1 2026 in Review

Empirical Asset Management reduced its Public Service Enterprise Group (PEG) stake by 0.31% in Q1 2026, selling an estimated $1.15K and leaving 4,444 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #264.

Empirical Asset Management first reported a position in PEG in Q2 2024 and has held it in 8 quarters since. The position peaked at $393K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Empirical Asset Management held 4,444 shares of Public Service Enterprise Group worth $360K as of Q1 2026.
Empirical Asset Management sold 14 Public Service Enterprise Group shares in Q1 2026, an estimated $1.15K.
Public Service Enterprise Group made up 0.09% of Empirical Asset Management's portfolio in Q1 2026, its #264 holding.
Empirical Asset Management first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's Public Service Enterprise Group position peaked at $393K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.