Kestra Advisory Services
PEG icon

Kestra Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Kestra Advisory Services’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
Q3 		$4.78M Sell
70,951
-2,159
-3% -$162K 0.01% 927
2026
Q2 		$5.93M Buy
73,110
+4,021
+6% +$321K 0.02% 747
2026
Q1 		$5.59M Buy
69,089
+14,406
+26% +$1.18M 0.02% 736
2025
Q4 		$4.39M Buy
54,683
+8,017
+17% +$654K 0.02% 810
2025
Q3 		$3.89M Buy
46,666
+1,311
+3% +$110K 0.02% 807
2025
Q2 		$3.82M Sell
45,355
-977
-2% -$78.8K 0.02% 763
2025
Q1 		$3.81M Buy
46,332
+144
+0.3% +$12K 0.02% 684
2024
Q4 		$3.9M Buy
46,188
+1,262
+3% +$112K 0.02% 677
2024
Q3 		$4.01M Sell
44,926
-2,685
-6% -$214K 0.02% 660
2024
Q2 		$3.43M Buy
47,611
+884
+2% +$62.8K 0.02% 723
2024
Q1 		$3.12M Sell
46,727
-392
-0.8% -$24K 0.02% 694
2023
Q4 		$2.88M Buy
47,119
+2,880
+7% +$177K 0.02% 649
2023
Q3 		$2.52M Buy
44,239
+2,066
+5% +$127K 0.02% 615
2023
Q2 		$2.64M Buy
42,173
+303
+0.7% +$18.9K 0.03% 575
2023
Q1 		$2.61M Sell
41,870
-4,239
-9% -$257K 0.03% 552
2022
Q4 		$2.83M Sell
46,109
-775
-2% -$45K 0.03% 619
2022
Q3 		$2.64M Sell
46,884
-5,704
-11% -$367K 0.03% 571
2022
Q2 		$3.33M Buy
52,588
+8,792
+20% +$598K 0.03% 480
2022
Q1 		$3.07M Sell
43,796
-2,399
-5% -$159K 0.03% 530
2021
Q4 		$3.08M Sell
46,195
-714
-2% -$45.2K 0.03% 533
2021
Q3 		$2.86M Sell
46,909
-321
-0.7% -$20K 0.03% 576
2021
Q2 		$2.82M Buy
47,230
+5,768
+14% +$356K 0.03% 530
2021
Q1 		$2.5M Sell
41,462
-3,596
-8% -$207K 0.03% 527
2020
Q4 		$2.58M Buy
45,058
+14,688
+48% +$855K 0.03% 516
2020
Q3 		$1.66M Buy
+30,370
New +$1.61M 0.03% 478

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Kestra Advisory Services's PEG Position: Q3 2026 in Review

Kestra Advisory Services reduced its Public Service Enterprise Group (PEG) stake by 3% in Q3 2026, selling an estimated $162K and leaving 70,951 shares worth $4.78M. The position accounts for 0.01% of the portfolio, ranked #927.

Kestra Advisory Services first reported a position in PEG in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.93M in Q2 2026. 670 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Kestra Advisory Services held 70,951 shares of Public Service Enterprise Group worth $4.78M as of Q3 2026.
  • Kestra Advisory Services sold 2,159 Public Service Enterprise Group shares in Q3 2026, an estimated $162K.
  • Public Service Enterprise Group made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #927 holding.
  • Kestra Advisory Services first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Public Service Enterprise Group position peaked at $5.93M in Q2 2026.
  • 670 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.