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Innovative Asset Advisors Group’s Public Service Enterprise Group PEG Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-27
Closed -$2.19K – 811
2026
Q1 		$2.19K Buy
+27
New +$2.21K ﹤0.01% 889

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Innovative Asset Advisors Group's PEG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 27 shares — an estimated $2.19K sold.

Innovative Asset Advisors Group first reported a position in PEG in Q1 2026 and held it in 1 quarter. The position peaked at $2.19K in Q1 2026. 1,248 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 27 Public Service Enterprise Group shares in Q2 2026, an estimated $2.19K.
  • Innovative Asset Advisors Group first reported a position in Public Service Enterprise Group in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Public Service Enterprise Group position peaked at $2.19K in Q1 2026.
  • 1,248 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.