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Herold Advisors’s Public Service Enterprise Group PEG Stock Holding History

Herold Advisors’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 		$1.23M Buy
15,149
+760
+5% +$62.3K 0.27% 93
2025
Q4 		$1.16M Hold
14,389
– – 0.26% 97
2025
Q3 		$1.2M Sell
14,389
-326
-2% -$27.3K 0.28% 97
2025
Q2 		$1.24M Hold
14,715
– – 0.26% 101
2025
Q1 		$1.21M Hold
14,715
– – 0.27% 104
2024
Q4 		$1.24M Buy
14,715
+281
+2% +$24.9K 0.27% 102
2024
Q3 		$1.29M Hold
14,434
– – 0.28% 104
2024
Q2 		$1.06M Hold
14,434
– – 0.25% 119
2024
Q1 		$964K Sell
14,434
-1,018
-7% -$62.3K 0.23% 130
2023
Q4 		$945K Hold
15,452
– – 0.26% 113
2023
Q3 		$879K Hold
15,452
– – 0.27% 109
2023
Q2 		$967K Hold
15,452
– – 0.3% 101
2023
Q1 		$965K Buy
15,452
+344
+2% +$20.8K 0.33% 87
2022
Q4 		$926K Hold
15,108
– – 0.39% 78
2022
Q3 		$849K Hold
15,108
– – 0.41% 83
2022
Q2 		$956K Hold
15,108
– – 0.43% 82
2022
Q1 		$1.06M Hold
15,108
– – 0.38% 84
2021
Q4 		$1.01M Hold
15,108
– – 0.39% 82
2021
Q3 		$920K Buy
+15,108
New +$943K 0.36% 84

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

Herold Advisors's PEG Position: Q1 2026 in Review

Herold Advisors increased its Public Service Enterprise Group (PEG) stake by 5.3% in Q1 2026, buying an estimated $62.3K and bringing the position to 15,149 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #93.

Herold Advisors first reported a position in PEG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Herold Advisors held 15,149 shares of Public Service Enterprise Group worth $1.23M as of Q1 2026.
  • Herold Advisors bought 760 Public Service Enterprise Group shares in Q1 2026, an estimated $62.3K.
  • Public Service Enterprise Group made up 0.27% of Herold Advisors's portfolio in Q1 2026, its #93 holding.
  • Herold Advisors first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Public Service Enterprise Group position peaked at $1.29M in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.