GIA
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Gladstone Institutional Advisory’s Public Service Enterprise Group PEG Stock Holding History

Gladstone Institutional Advisory’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 		$214K Sell
2,646
-496
-16% -$40.7K 0.01% 785
2025
Q4 		$252K Buy
3,142
+427
+16% +$34.8K 0.01% 691
2025
Q3 		$227K Sell
2,715
-108
-4% -$9.06K 0.01% 729
2025
Q2 		$238K Sell
2,823
-106
-4% -$8.55K 0.01% 662
2025
Q1 		$241K Sell
2,929
-893
-23% -$74.5K 0.01% 640
2024
Q4 		$323K Buy
3,822
+972
+34% +$86K 0.02% 562
2024
Q3 		$254K Sell
2,850
-10
-0.3% -$798 0.01% 600
2024
Q2 		$211K Buy
+2,860
New +$203K 0.01% 615
2023
Q2 		– Sell
-3,311
Closed -$207K – 686
2023
Q1 		$207K Sell
3,311
-239
-7% -$14.5K 0.01% 607
2022
Q4 		$218K Sell
3,550
-700
-16% -$40.6K 0.02% 579
2022
Q3 		$239K Buy
4,250
+73
+2% +$4.7K 0.02% 545
2022
Q2 		$264K Buy
4,177
+611
+17% +$41.5K 0.02% 536
2022
Q1 		$250K Buy
3,566
+23
+0.6% +$1.52K 0.02% 602
2021
Q4 		$236K Buy
3,543
+50
+1% +$3.16K 0.02% 526
2021
Q3 		$213K Sell
3,493
-392
-10% -$24.5K 0.02% 499
2021
Q2 		$232K Buy
3,885
+447
+13% +$27.6K 0.03% 456
2021
Q1 		$207K Sell
3,438
-237
-6% -$13.7K 0.03% 383
2020
Q4 		$214K Sell
3,675
-302
-8% -$17.6K 0.04% 279
2020
Q3 		$218K Sell
3,977
-116
-3% -$6.14K 0.05% 245
2020
Q2 		$201K Sell
4,093
-1,989
-33% -$99.1K 0.05% 222
2020
Q1 		$273K Buy
6,082
+2,072
+52% +$112K 0.07% 203
2019
Q4 		$237K Buy
4,010
+20
+0.5% +$1.21K 0.06% 231
2019
Q3 		$247K Buy
+3,990
New +$238K 0.06% 238

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

Gladstone Institutional Advisory's PEG Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Public Service Enterprise Group (PEG) stake by 16% in Q1 2026, selling an estimated $40.7K and leaving 2,646 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #785.

Gladstone Institutional Advisory first reported a position in PEG in Q3 2019 and has held it in 23 quarters since. The position peaked at $323K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Gladstone Institutional Advisory held 2,646 shares of Public Service Enterprise Group worth $214K as of Q1 2026.
  • Gladstone Institutional Advisory sold 496 Public Service Enterprise Group shares in Q1 2026, an estimated $40.7K.
  • Public Service Enterprise Group made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #785 holding.
  • Gladstone Institutional Advisory first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 23 quarters since.
  • Gladstone Institutional Advisory's Public Service Enterprise Group position peaked at $323K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.