Harrell Investment Partners’s Public Service Enterprise Group PEG Stock Holding History

Harrell Investment Partners’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	$975K	Buy	12,018 +820	+7%	+$65.5K	0.21%	83
2026 Q1	$907K	Buy	11,198 +8,618	+334%	+$707K	0.22%	77
2025 Q4	$207K	Sell	2,580 -33,279	-93%	-$2.71M	0.05%	124
2025 Q3	$2.99M	Sell	35,859 -812	-2%	-$68.1K	0.71%	43
2025 Q2	$3.09M	Buy	36,671 +5,961	+19%	+$481K	0.78%	41
2025 Q1	$2.53M	Buy	30,710 +216	+0.7%	+$18K	0.75%	45
2024 Q4	$2.58M	Buy	30,494 +1,175	+4%	+$104K	0.72%	48
2024 Q3	$2.62M	Buy	29,319 +8,182	+39%	+$653K	0.74%	50
2024 Q2	$1.56M	Buy	+21,137	New	+$1.5M	0.45%	58

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 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Harrell Investment Partners's PEG Position: Q2 2026 in Review

Harrell Investment Partners increased its Public Service Enterprise Group (PEG) stake by 7.3% in Q2 2026, buying an estimated $65.5K and bringing the position to 12,018 shares worth $975K. The position accounts for 0.21% of the portfolio, ranked #83.

Harrell Investment Partners first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.09M in Q2 2025. 297 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Harrell Investment Partners held 12,018 shares of Public Service Enterprise Group worth $975K as of Q2 2026.
Harrell Investment Partners bought 820 Public Service Enterprise Group shares in Q2 2026, an estimated $65.5K.
Public Service Enterprise Group made up 0.21% of Harrell Investment Partners's portfolio in Q2 2026, its #83 holding.
Harrell Investment Partners first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
Harrell Investment Partners's Public Service Enterprise Group position peaked at $3.09M in Q2 2025.
297 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.