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
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 $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

Independent Advisor Alliance's PEG Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Public Service Enterprise Group (PEG) stake by 14% in Q1 2026, selling an estimated $120K and leaving 9,050 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #976.

Independent Advisor Alliance first reported a position in PEG in Q1 2022 and has held it in 16 quarters since. The position peaked at $915K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Independent Advisor Alliance held 9,050 shares of Public Service Enterprise Group worth $733K as of Q1 2026.
  • Independent Advisor Alliance sold 1,463 Public Service Enterprise Group shares in Q1 2026, an estimated $120K.
  • Public Service Enterprise Group made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #976 holding.
  • Independent Advisor Alliance first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 16 quarters since.
  • Independent Advisor Alliance's Public Service Enterprise Group position peaked at $915K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.