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Foundations Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Foundations Investment 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
Q1 		$17.4M Buy
214,443
+31,561
+17% +$2.59M 0.22% 108
2025
Q4 		$14.7M Buy
182,882
+27,105
+17% +$2.21M 0.19% 115
2025
Q3 		$13M Buy
155,777
+16,832
+12% +$1.41M 0.19% 118
2025
Q2 		$11.7M Buy
138,945
+32,630
+31% +$2.63M 0.18% 125
2025
Q1 		$8.75M Buy
106,315
+18,694
+21% +$1.56M 0.16% 135
2024
Q4 		$7.4M Buy
87,621
+18,627
+27% +$1.65M 0.14% 142
2024
Q3 		$6.15M Buy
68,994
+8,745
+15% +$698K 0.13% 142
2024
Q2 		$4.44M Buy
60,249
+2,147
+4% +$153K 0.11% 152
2024
Q1 		$3.88M Buy
58,102
+1,896
+3% +$116K 0.1% 158
2023
Q4 		$3.32M Sell
56,206
-2,927
-5% -$180K 0.09% 169
2023
Q3 		$3.37M Buy
59,133
+3,751
+7% +$230K 0.1% 154
2023
Q2 		$3.47M Buy
55,382
+5,292
+11% +$330K 0.11% 131
2023
Q1 		$3.13M Buy
50,090
+14,574
+41% +$883K 0.11% 120
2022
Q4 		$2.18M Buy
35,516
+29,424
+483% +$1.71M 0.09% 123
2022
Q3 		$343K Buy
+6,092
New +$392K 0.02% 305
2021
Q3 		– Sell
-4,998
Closed -$302K – 325
2021
Q2 		$302K Buy
4,998
+1,400
+39% +$86.5K 0.01% 233
2021
Q1 		$220K Buy
+3,598
New +$208K 0.01% 204

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

Foundations Investment Advisors's PEG Position: Q1 2026 in Review

Foundations Investment Advisors increased its Public Service Enterprise Group (PEG) stake by 17% in Q1 2026, buying an estimated $2.59M and bringing the position to 214,443 shares worth $17.4M. The position accounts for 0.22% of the portfolio, ranked #108.

Foundations Investment Advisors first reported a position in PEG in Q1 2021 and has held it in 17 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Foundations Investment Advisors held 214,443 shares of Public Service Enterprise Group worth $17.4M as of Q1 2026.
  • Foundations Investment Advisors bought 31,561 Public Service Enterprise Group shares in Q1 2026, an estimated $2.59M.
  • Public Service Enterprise Group made up 0.22% of Foundations Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Foundations Investment Advisors first reported a position in Public Service Enterprise Group in Q1 2021 and has held it in 17 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.