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 Q2	$1.3M	Buy	16,078 +929	+6%	+$74.2K	0.26%	96
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Herold Advisors's PEG Position: Q2 2026 in Review

Herold Advisors increased its Public Service Enterprise Group (PEG) stake by 6.1% in Q2 2026, buying an estimated $74.2K and bringing the position to 16,078 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #96.

Herold Advisors first reported a position in PEG in Q3 2021 and has held it in 20 quarters since. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Herold Advisors held 16,078 shares of Public Service Enterprise Group worth $1.3M as of Q2 2026.
Herold Advisors bought 929 Public Service Enterprise Group shares in Q2 2026, an estimated $74.2K.
Public Service Enterprise Group made up 0.26% of Herold Advisors's portfolio in Q2 2026, its #96 holding.
Herold Advisors first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 20 quarters since.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.