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Investment Research & Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Investment Research & Advisory 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
Q1 		– Sell
-84
Closed -$7.79K – 292
2025
Q4 		$7.79K Buy
+84
New +$6.85K ﹤0.01% 203
2025
Q2 		– Sell
-31
Closed -$2.55K – 269
2025
Q1 		$2.55K Buy
+31
New +$2.59K ﹤0.01% 216

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Investment Research & Advisory Group's PEG Position: Q1 2026 in Review

Investment Research & Advisory Group sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 84 shares — an estimated $7.79K sold.

Investment Research & Advisory Group first reported a position in PEG in Q1 2025 and held it in 2 quarters. The position peaked at $7.79K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Investment Research & Advisory Group reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 84 Public Service Enterprise Group shares in Q1 2026, an estimated $7.79K.
  • Investment Research & Advisory Group first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 2 quarters.
  • Investment Research & Advisory Group's Public Service Enterprise Group position peaked at $7.79K in Q4 2025.
  • 1,288 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.