GA
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GoalVest Advisory’s Public Service Enterprise Group PEG Stock Holding History

GoalVest 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
Q2 		$21.8K Buy
268
+38
+17% +$3.04K ﹤0.01% 296
2026
Q1 		$18.6K Hold
230
– – ﹤0.01% 337
2025
Q4 		$18.5K Sell
230
-130
-36% -$10.6K ﹤0.01% 366
2025
Q3 		$30K Hold
360
– – 0.01% 266
2025
Q2 		$30.3K Buy
360
+225
+167% +$18.1K 0.01% 247
2025
Q1 		$11.1K Buy
135
+5
+4% +$417 ﹤0.01% 262
2024
Q4 		$11K Hold
130
– – ﹤0.01% 278
2024
Q3 		$11.6K Buy
+130
New +$10.4K ﹤0.01% 309
2024
Q2 		– Sell
-250
Closed -$16.7K – 387
2024
Q1 		$16.7K Buy
250
+30
+14% +$1.84K 0.01% 279
2023
Q4 		$13.5K Buy
+220
New +$13.5K 0.01% 239
2022
Q2 		– Sell
-11
Closed -$1K – 479
2022
Q1 		$1K Buy
+11
New +$728 ﹤0.01% 354

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's PEG Position: Q2 2026 in Review

GoalVest Advisory increased its Public Service Enterprise Group (PEG) stake by 17% in Q2 2026, buying an estimated $3.04K and bringing the position to 268 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

GoalVest Advisory first reported a position in PEG in Q1 2022 and has held it in 11 quarters since. The position peaked at $30.3K in Q2 2025. 194 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • GoalVest Advisory held 268 shares of Public Service Enterprise Group worth $21.8K as of Q2 2026.
  • GoalVest Advisory bought 38 Public Service Enterprise Group shares in Q2 2026, an estimated $3.04K.
  • Public Service Enterprise Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #296 holding.
  • GoalVest Advisory first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 11 quarters since.
  • GoalVest Advisory's Public Service Enterprise Group position peaked at $30.3K in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.