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Fortis Group Advisors’s Public Service Enterprise Group PEG Stock Holding History

Fortis Group 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 		$789K Buy
9,720
+1
+0% +$80 0.13% 158
2026
Q1 		$792K Sell
9,719
-84
-0.9% -$6.89K 0.13% 159
2025
Q4 		$801K Sell
9,803
-45
-0.5% -$3.67K 0.13% 168
2025
Q3 		$802K Sell
9,848
-81
-0.8% -$6.79K 0.14% 134
2025
Q2 		$875K Sell
9,929
-1,063
-10% -$85.7K 0.16% 120
2025
Q1 		$905K Sell
10,992
-23
-0.2% -$1.92K 0.18% 113
2024
Q4 		$931K Sell
11,015
-130
-1% -$11.5K 0.17% 102
2024
Q3 		$994K Sell
11,145
-28
-0.3% -$2.23K 0.18% 95
2024
Q2 		$823K Sell
11,173
-385
-3% -$27.4K 0.16% 91
2024
Q1 		$772K Sell
11,558
-3,900
-25% -$239K 0.14% 103
2023
Q4 		$956K Buy
15,458
+3,777
+32% +$232K 0.24% 47
2023
Q3 		$709K Buy
11,681
+3,717
+47% +$228K 0.22% 55
2023
Q2 		$499K Buy
7,964
+60
+0.8% +$3.75K 0.13% 84
2023
Q1 		$500K Buy
+7,904
New +$479K 0.15% 70
2020
Q3 		$970K Buy
+17,689
New +$937K 0.19% 60

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortis Group Advisors's PEG Position: Q2 2026 in Review

Fortis Group Advisors increased its Public Service Enterprise Group (PEG) stake by 0.01% in Q2 2026, buying an estimated $80 and bringing the position to 9,720 shares worth $789K. The position accounts for 0.13% of the portfolio, ranked #158.

Fortis Group Advisors first reported a position in PEG in Q3 2020 and has held it in 15 quarters since. The position peaked at $994K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Fortis Group Advisors held 9,720 shares of Public Service Enterprise Group worth $789K as of Q2 2026.
  • Fortis Group Advisors bought 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
  • Public Service Enterprise Group made up 0.13% of Fortis Group Advisors's portfolio in Q2 2026, its #158 holding.
  • Fortis Group Advisors first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Public Service Enterprise Group position peaked at $994K in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.