IAA
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Independent Advisor Alliance’s Public Service Enterprise Group PEG Stock Holding History

Independent Advisor Alliance’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 		$802K Buy
9,876
+826
+9% +$66K 0.02% 527
2026
Q1 		$733K Sell
9,050
-1,463
-14% -$120K 0.01% 976
2025
Q4 		$844K Sell
10,513
-453
-4% -$37K 0.02% 515
2025
Q3 		$915K Buy
10,966
+751
+7% +$63K 0.02% 461
2025
Q2 		$860K Sell
10,215
-380
-4% -$30.6K 0.02% 445
2025
Q1 		$872K Buy
10,595
+573
+6% +$47.8K 0.03% 397
2024
Q4 		$847K Buy
10,022
+1,245
+14% +$110K 0.01% 777
2024
Q3 		$783K Buy
8,777
+107
+1% +$8.54K 0.03% 372
2024
Q2 		$639K Buy
8,670
+434
+5% +$30.8K 0.02% 407
2024
Q1 		$550K Buy
8,236
+316
+4% +$19.4K 0.02% 434
2023
Q4 		$484K Sell
7,920
-27
-0.3% -$1.66K 0.02% 448
2023
Q3 		$452K Buy
7,947
+1,762
+28% +$108K 0.02% 433
2023
Q2 		$387K Sell
6,185
-153
-2% -$9.55K 0.02% 478
2023
Q1 		$396K Buy
+6,338
New +$384K 0.02% 467
2022
Q4 		– Sell
-5,153
Closed -$290K – 573
2022
Q3 		$290K Buy
5,153
+1,002
+24% +$64.5K 0.02% 488
2022
Q2 		$263K Sell
4,151
-193
-4% -$13.1K 0.01% 512
2022
Q1 		$304K Buy
+4,344
New +$288K 0.01% 503

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's PEG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Public Service Enterprise Group (PEG) stake by 9.1% in Q2 2026, buying an estimated $66K and bringing the position to 9,876 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #527.

Independent Advisor Alliance first reported a position in PEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $915K in Q3 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Independent Advisor Alliance held 9,876 shares of Public Service Enterprise Group worth $802K as of Q2 2026.
  • Independent Advisor Alliance bought 826 Public Service Enterprise Group shares in Q2 2026, an estimated $66K.
  • Public Service Enterprise Group made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #527 holding.
  • Independent Advisor Alliance first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Public Service Enterprise Group position peaked at $915K in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.