HCG
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Haven Capital Group’s Public Service Enterprise Group PEG Stock Holding History

Haven Capital Group’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 		$506K Hold
6,231
– – 0.41% 27
2026
Q1 		$504K Hold
6,231
– – 0.47% 26
2025
Q4 		$500K Sell
6,231
-1,659
-21% -$135K 0.47% 24
2025
Q3 		$658K Hold
7,890
– – 0.59% 23
2025
Q2 		$664K Buy
+7,890
New +$636K 0.59% 25
2025
Q1 		– Sell
-8,975
Closed -$758K – 40
2024
Q4 		$758K Buy
+8,975
New +$794K 0.71% 24

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

Haven Capital Group's PEG Position: Q2 2026 in Review

Haven Capital Group held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 6,231 shares worth $506K. The position accounts for 0.41% of the portfolio, ranked #27.

Haven Capital Group first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $758K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Haven Capital Group held 6,231 shares of Public Service Enterprise Group worth $506K as of Q2 2026.
  • Haven Capital Group left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.41% of Haven Capital Group's portfolio in Q2 2026, its #27 holding.
  • Haven Capital Group first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
  • Haven Capital Group's Public Service Enterprise Group position peaked at $758K in Q4 2024.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.