Everett Harris & Co’s Public Service Enterprise Group PEG Stock Holding History

Everett Harris & Co’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	–	Sell	-3,625	Closed	-$291K	–	340
2025 Q4	$291K	Hold	3,625	–	–	﹤0.01%	285
2025 Q3	$303K	Hold	3,625	–	–	﹤0.01%	273
2025 Q2	$305K	Sell	3,625 -436	-11%	-$35.2K	﹤0.01%	269
2025 Q1	$334K	Hold	4,061	–	–	﹤0.01%	253
2024 Q4	$343K	Buy	4,061 +17	+0.4%	+$1.5K	﹤0.01%	226
2024 Q3	$361K	Hold	4,044	–	–	﹤0.01%	216
2024 Q2	$298K	Hold	4,044	–	–	﹤0.01%	227
2024 Q1	$270K	Hold	4,044	–	–	﹤0.01%	239
2023 Q4	$247K	Hold	4,044	–	–	﹤0.01%	234
2023 Q3	$230K	Hold	4,044	–	–	﹤0.01%	232
2023 Q2	$253K	Hold	4,044	–	–	﹤0.01%	224
2023 Q1	$253K	Buy	4,044 +54	+1%	+$3.27K	﹤0.01%	227
2022 Q4	$244K	Hold	3,990	–	–	﹤0.01%	231
2022 Q3	$224K	Hold	3,990	–	–	﹤0.01%	240
2022 Q2	$252K	Hold	3,990	–	–	﹤0.01%	228
2022 Q1	$279K	Buy	+3,990	New	+$264K	﹤0.01%	233

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

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

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Everett Harris & Co's PEG Position: Q1 2026 in Review

Everett Harris & Co sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 3,625 shares — an estimated $291K sold.

Everett Harris & Co first reported a position in PEG in Q1 2022 and held it in 16 quarters. The position peaked at $361K in Q3 2024. 1,291 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Everett Harris & Co reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Everett Harris & Co sold 3,625 Public Service Enterprise Group shares in Q1 2026, an estimated $291K.
Everett Harris & Co first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 16 quarters.
Everett Harris & Co's Public Service Enterprise Group position peaked at $361K in Q3 2024.
1,291 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Everett Harris & Co's 13F filing for Q1 2026, filed 11 May 2026.