Key Client Fiduciary Advisors’s Public Service Enterprise Group PEG Stock Holding History

Key Client Fiduciary Advisors’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	$2.15M	Sell	26,446 -14	-0.1%	-$1.12K	0.62%	33
2026 Q1	$2.14M	Buy	26,460 +13	+0%	+$1.07K	0.73%	29
2025 Q4	$2.12M	Sell	26,447 -988	-4%	-$80.6K	0.72%	32
2025 Q3	$2.29M	Sell	27,435 -381	-1%	-$32K	0.76%	30
2025 Q2	$2.34M	Sell	27,816 -73	-0.3%	-$5.89K	0.95%	23
2025 Q1	$2.3M	Sell	27,889 -189	-0.7%	-$15.8K	1.04%	22
2024 Q4	$2.37M	Sell	28,078 -17	-0.1%	-$1.5K	1.05%	19
2024 Q3	$2.51M	Sell	28,095 -75	-0.3%	-$5.99K	1.12%	18
2024 Q2	$2.08M	Sell	28,170 -1,996	-7%	-$142K	1.03%	19
2024 Q1	$2.01M	Sell	30,166 -6,457	-18%	-$395K	1.07%	20
2023 Q4	$2.24M	Sell	36,623 -6,158	-14%	-$378K	1.3%	17
2023 Q3	$2.43M	Buy	42,781 +1,631	+4%	+$100K	1.49%	19
2023 Q2	$2.58M	Buy	41,150 +302	+0.7%	+$18.9K	1.5%	15
2023 Q1	$2.55M	Buy	40,848 +1,002	+3%	+$60.7K	1.59%	17
2022 Q4	$2.44M	Buy	+39,846	New	+$2.31M	1.65%	15

Other funds holding PEG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Client Fiduciary Advisors's PEG Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Public Service Enterprise Group (PEG) stake by 0.05% in Q2 2026, selling an estimated $1.12K and leaving 26,446 shares worth $2.15M. The position accounts for 0.62% of the portfolio, ranked #33.

Key Client Fiduciary Advisors first reported a position in PEG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q2 2023. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Key Client Fiduciary Advisors held 26,446 shares of Public Service Enterprise Group worth $2.15M as of Q2 2026.
Key Client Fiduciary Advisors sold 14 Public Service Enterprise Group shares in Q2 2026, an estimated $1.12K.
Public Service Enterprise Group made up 0.62% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #33 holding.
Key Client Fiduciary Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 15 quarters since.
Key Client Fiduciary Advisors's Public Service Enterprise Group position peaked at $2.58M in Q2 2023.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.