Klingman & Associates’s Public Service Enterprise Group PEG Stock Holding History

Klingman & Associates’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	-6,475	Closed	-$520K	–	344
2025 Q4	$520K	Buy	+6,475	New	+$528K	0.03%	187
2016 Q4	–	Sell	-484	Closed	-$20K	–	254
2016 Q3	$20K	Hold	484	–	–	0.01%	264
2016 Q2	$23K	Sell	484 -380	-44%	-$17.2K	0.01%	250
2016 Q1	$41K	Hold	864	–	–	0.01%	203
2015 Q4	$33K	Hold	864	–	–	0.01%	233
2015 Q3	$36K	Hold	864	–	–	0.01%	219
2015 Q2	$34K	Hold	864	–	–	0.01%	209
2015 Q1	$36K	Hold	864	–	–	0.01%	194
2014 Q4	$35K	Buy	+864	New	+$34.8K	0.01%	195

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Klingman & Associates's PEG Position: Q1 2026 in Review

Klingman & Associates sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 6,475 shares — an estimated $520K sold.

Klingman & Associates first reported a position in PEG in Q4 2014 and held it in 9 quarters. The position peaked at $520K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Klingman & Associates reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
Klingman & Associates sold 6,475 Public Service Enterprise Group shares in Q1 2026, an estimated $520K.
Klingman & Associates first reported a position in Public Service Enterprise Group in Q4 2014 and held it in 9 quarters.
Klingman & Associates's Public Service Enterprise Group position peaked at $520K in Q4 2025.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.