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Leavell Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Leavell Investment Management’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 		$417K Sell
5,132
-681
-12% -$54.4K 0.02% 470
2026
Q1 		$471K Buy
5,813
+536
+10% +$43.9K 0.02% 429
2025
Q4 		$424K Hold
5,277
– – 0.02% 448
2025
Q3 		$440K Hold
5,277
– – 0.02% 435
2025
Q2 		$444K Sell
5,277
-1,574
-23% -$127K 0.02% 427
2025
Q1 		$564K Buy
6,851
+654
+11% +$54.6K 0.03% 358
2024
Q4 		$524K Hold
6,197
– – 0.03% 368
2024
Q3 		$553K Hold
6,197
– – 0.03% 368
2024
Q2 		$457K Hold
6,197
– – 0.03% 368
2024
Q1 		$414K Sell
6,197
-94
-1% -$5.76K 0.02% 374
2023
Q4 		$385K Hold
6,291
– – 0.02% 362
2023
Q3 		$358K Buy
+6,291
New +$387K 0.03% 376

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Leavell Investment Management's PEG Position: Q2 2026 in Review

Leavell Investment Management reduced its Public Service Enterprise Group (PEG) stake by 12% in Q2 2026, selling an estimated $54.4K and leaving 5,132 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #470.

Leavell Investment Management first reported a position in PEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $564K in Q1 2025. 321 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Leavell Investment Management held 5,132 shares of Public Service Enterprise Group worth $417K as of Q2 2026.
  • Leavell Investment Management sold 681 Public Service Enterprise Group shares in Q2 2026, an estimated $54.4K.
  • Public Service Enterprise Group made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #470 holding.
  • Leavell Investment Management first reported a position in Public Service Enterprise Group in Q3 2023 and has held it in 12 quarters since.
  • Leavell Investment Management's Public Service Enterprise Group position peaked at $564K in Q1 2025.
  • 321 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.