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Harry Burn’s Public Service Enterprise Group PEG Stock Holding History

Harry Burn’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 		$78.7M Sell
969,513
-15,145
-2% -$1.21M 2.42% 28
2026
Q1 		$79.7M Sell
984,658
-377,323
-28% -$30.9M 2.67% 13
2025
Q4 		$109M Buy
1,361,981
+544,634
+67% +$44.4M 3.48% 4
2025
Q3 		$68.2M Sell
817,347
-208,124
-20% -$17.5M 2.25% 33
2025
Q2 		$86.3M Buy
1,025,471
+252,375
+33% +$20.4M 2.94% 15
2025
Q1 		$63.6M Buy
773,096
+226,124
+41% +$18.9M 2.23% 27
2024
Q4 		$46.2M Sell
546,972
-285,026
-34% -$25.2M 1.53% 38
2024
Q3 		$74.2M Sell
831,998
-135,415
-14% -$10.8M 2.41% 22
2024
Q2 		$71.3M Buy
+967,413
New +$68.7M 2.38% 26

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
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Harry Burn's PEG Position: Q2 2026 in Review

Harry Burn reduced its Public Service Enterprise Group (PEG) stake by 1.5% in Q2 2026, selling an estimated $1.21M and leaving 969,513 shares worth $78.7M. The position accounts for 2.42% of the portfolio, ranked #28.

Harry Burn first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $109M in Q4 2025. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Harry Burn held 969,513 shares of Public Service Enterprise Group worth $78.7M as of Q2 2026.
  • Harry Burn sold 15,145 Public Service Enterprise Group shares in Q2 2026, an estimated $1.21M.
  • Public Service Enterprise Group made up 2.42% of Harry Burn's portfolio in Q2 2026, its #28 holding.
  • Harry Burn first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • Harry Burn's Public Service Enterprise Group position peaked at $109M in Q4 2025.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sound Shore Management's 13F filing for Q2 2026, filed 12 Aug 2026.