InceptionR’s Public Service Enterprise Group PEG Stock Holding History

InceptionR’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	$1.56M	Sell	19,252 -2,024	-10%	-$162K	0.38%	33
2026 Q1	$1.72M	Buy	+21,276	New	+$1.74M	0.41%	39
2025 Q4	–	Sell	-13,817	Closed	-$1.15M	–	813
2025 Q3	$1.15M	Buy	+13,817	New	+$1.16M	0.28%	101
2025 Q2	–	Sell	-19,000	Closed	-$1.56M	–	802
2025 Q1	$1.56M	Buy	19,000 +12,927	+213%	+$1.08M	0.47%	30
2024 Q4	$513K	Sell	6,073 -6,939	-53%	-$614K	0.11%	325
2024 Q3	$1.16M	Buy	+13,012	New	+$1.04M	0.28%	99
2024 Q1	–	Sell	-7,720	Closed	-$472K	–	695
2023 Q4	$472K	Sell	7,720 -11,170	-59%	-$686K	0.34%	115
2023 Q3	$1.08M	Buy	+18,890	New	+$1.16M	0.61%	2

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

InceptionR's PEG Position: Q2 2026 in Review

InceptionR reduced its Public Service Enterprise Group (PEG) stake by 9.5% in Q2 2026, selling an estimated $162K and leaving 19,252 shares worth $1.56M. The position accounts for 0.38% of the portfolio, ranked #33.

InceptionR first reported a position in PEG in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.72M in Q1 2026. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

InceptionR held 19,252 shares of Public Service Enterprise Group worth $1.56M as of Q2 2026.
InceptionR sold 2,024 Public Service Enterprise Group shares in Q2 2026, an estimated $162K.
Public Service Enterprise Group made up 0.38% of InceptionR's portfolio in Q2 2026, its #33 holding.
InceptionR first reported a position in Public Service Enterprise Group in Q3 2023 and has held it in 8 quarters since.
InceptionR's Public Service Enterprise Group position peaked at $1.72M in Q1 2026.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.