Joel Isaacson & Co’s Public Service Enterprise Group PEG Stock Holding History

Joel Isaacson & Co’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	$418K	Hold	5,156	–	–	0.01%	331
2026 Q1	$417K	Buy	5,156 +1,989	+63%	+$163K	0.01%	308
2025 Q4	$254K	Hold	3,167	–	–	0.01%	391
2025 Q3	$264K	Buy	+3,167	New	+$266K	0.01%	380
2023 Q4	–	Sell	-3,907	Closed	-$222K	–	319
2023 Q3	$222K	Buy	+3,907	New	+$240K	0.02%	283
2017 Q1	–	Sell	-98	Closed	-$4K	–	432
2016 Q4	$4K	Hold	98	–	–	﹤0.01%	577
2016 Q3	$4K	Sell	98 -236	-71%	-$10.4K	﹤0.01%	639
2016 Q2	$16K	Hold	334	–	–	﹤0.01%	492
2016 Q1	$16K	Hold	334	–	–	﹤0.01%	518
2015 Q4	$13K	Buy	334 +98	+42%	+$3.93K	﹤0.01%	520
2015 Q3	$10K	Buy	+236	New	+$9.63K	﹤0.01%	572

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Joel Isaacson & Co's PEG Position: Q2 2026 in Review

Joel Isaacson & Co held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 5,156 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #331.

Joel Isaacson & Co first reported a position in PEG in Q3 2015 and has held it in 11 quarters since. 768 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Joel Isaacson & Co held 5,156 shares of Public Service Enterprise Group worth $418K as of Q2 2026.
Joel Isaacson & Co left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #331 holding.
Joel Isaacson & Co first reported a position in Public Service Enterprise Group in Q3 2015 and has held it in 11 quarters since.
768 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.