Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Public Service Enterprise Group PEG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-13,475
Closed -$1.12M – 1071
2025
Q3 		$1.12M Buy
13,475
+2,146
+19% +$180K ﹤0.01% 814
2025
Q2 		$954K Buy
11,329
+170
+2% +$13.7K ﹤0.01% 812
2025
Q1 		$918K Buy
11,159
+370
+3% +$30.9K ﹤0.01% 764
2024
Q4 		$913K Buy
10,789
+2,362
+28% +$209K ﹤0.01% 738
2024
Q3 		$295K Buy
+8,427
New +$673K ﹤0.01% 876

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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kovitz Investment Group Partners's PEG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 13,475 shares — an estimated $1.12M sold.

Kovitz Investment Group Partners first reported a position in PEG in Q3 2024 and held it in 5 quarters. The position peaked at $1.12M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 13,475 Public Service Enterprise Group shares in Q4 2025, an estimated $1.12M.
  • Kovitz Investment Group Partners first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Public Service Enterprise Group position peaked at $1.12M in Q3 2025.
  • 1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.