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FORA Capital’s Public Service Enterprise Group PEG Stock Holding History

FORA Capital’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 		$245K Sell
3,032
-14,104
-82% -$1.16M 0.02% 380
2025
Q4 		$1.38M Buy
17,136
+11,875
+226% +$969K 0.17% 161
2025
Q3 		$439K Sell
5,261
-50,392
-91% -$4.23M 0.08% 307
2025
Q2 		$4.68M Sell
55,653
-7,455
-12% -$601K 0.52% 44
2025
Q1 		$5.19M Buy
+63,108
New +$5.27M 0.53% 49
2024
Q1 		– Sell
-31,460
Closed -$1.92M – 536
2023
Q4 		$1.92M Buy
+31,460
New +$1.93M 0.17% 164
2022
Q4 		– Sell
-18,974
Closed -$1.07M – 618
2022
Q3 		$1.07M Buy
+18,974
New +$1.22M 0.2% 149
2022
Q2 		– Sell
-17,932
Closed -$1.25M – 630
2022
Q1 		$1.25M Buy
17,932
+13,344
+291% +$883K 0.23% 128
2021
Q4 		$306K Buy
+4,588
New +$290K 0.12% 218
2021
Q1 		– Sell
-15,885
Closed -$926K – 1018
2020
Q4 		$926K Buy
15,885
+15,302
+2,625% +$891K 0.14% 166
2020
Q3 		$32K Sell
583
-9,092
-94% -$481K 0.02% 514
2020
Q2 		$476K Sell
9,675
-6,650
-41% -$331K 0.16% 164
2020
Q1 		$733K Sell
16,325
-39,136
-71% -$2.11M 0.16% 165
2019
Q4 		$3.27M Buy
+55,461
New +$3.36M 0.33% 61

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

FORA Capital's PEG Position: Q1 2026 in Review

FORA Capital reduced its Public Service Enterprise Group (PEG) stake by 82% in Q1 2026, selling an estimated $1.16M and leaving 3,032 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #380.

FORA Capital first reported a position in PEG in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.19M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • FORA Capital held 3,032 shares of Public Service Enterprise Group worth $245K as of Q1 2026.
  • FORA Capital sold 14,104 Public Service Enterprise Group shares in Q1 2026, an estimated $1.16M.
  • Public Service Enterprise Group made up 0.02% of FORA Capital's portfolio in Q1 2026, its #380 holding.
  • FORA Capital first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 14 quarters since.
  • FORA Capital's Public Service Enterprise Group position peaked at $5.19M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.