LA
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Legacy Advisors’s Public Service Enterprise Group PEG Stock Holding History

Legacy 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 		$420K Buy
5,178
+115
+2% +$9.19K 0.04% 202
2026
Q1 		$410K Buy
5,063
+116
+2% +$9.51K 0.05% 178
2025
Q4 		$397K Buy
4,947
+210
+4% +$17.1K 0.04% 193
2025
Q3 		$395K Buy
+4,737
New +$397K 0.05% 177
2025
Q2 		– Sell
-6,019
Closed -$495K – 297
2025
Q1 		$495K Buy
6,019
+116
+2% +$9.68K 0.05% 264
2024
Q4 		$499K Buy
5,903
+138
+2% +$12.2K 0.05% 252
2024
Q3 		$514K Buy
5,765
+173
+3% +$13.8K 0.06% 240
2024
Q2 		$412K Buy
5,592
+68
+1% +$4.83K 0.05% 220
2024
Q1 		$372K Sell
5,524
-47
-0.8% -$2.88K 0.05% 232
2023
Q4 		$341K Buy
5,571
+305
+6% +$18.7K 0.04% 225
2023
Q3 		$300K Buy
5,266
+274
+5% +$16.8K 0.05% 232
2023
Q2 		$313K Buy
4,992
+33
+0.7% +$2.06K 0.05% 216
2023
Q1 		$310K Buy
4,959
+75
+2% +$4.54K 0.06% 199
2022
Q4 		$299K Buy
4,884
+12
+0.2% +$697 0.05% 189
2022
Q3 		$274K Sell
4,872
-13
-0.3% -$837 0.06% 177
2022
Q2 		$309K Sell
4,885
-39
-0.8% -$2.65K 0.07% 168
2022
Q1 		$345K Buy
4,924
+253
+5% +$16.7K 0.07% 150
2021
Q4 		$312K Hold
4,671
– – 0.11% 94
2021
Q3 		$284K Hold
4,671
– – 0.11% 94
2021
Q2 		$279K Hold
4,671
– – 0.11% 93
2021
Q1 		$281K Buy
4,671
+1,089
+30% +$62.8K 0.12% 92
2020
Q4 		$209K Buy
+3,582
New +$209K 0.12% 105
2020
Q2 		– Sell
-6,020
Closed -$270K – 109
2020
Q1 		$270K Hold
6,020
– – 0.27% 74
2019
Q4 		$355K Hold
6,020
– – 0.23% 90
2019
Q3 		$374K Hold
6,020
– – 0.28% 73
2019
Q2 		$354K Sell
6,020
-6,020
-50% -$359K 0.24% 78
2019
Q1 		$716K Buy
12,040
+5,968
+98% +$334K 0.23% 81
2018
Q4 		$316K Sell
6,072
-20
-0.3% -$1.08K 0.24% 85
2018
Q3 		$322K Buy
6,092
+1,144
+23% +$59.7K 0.16% 111
2018
Q2 		$268K Buy
4,948
+4,848
+4,848% +$249K 0.2% 81
2018
Q1 		$5K Buy
100
+28
+39% +$1.37K ﹤0.01% 308
2017
Q4 		$3K Sell
72
-55
-43% -$2.77K ﹤0.01% 318
2017
Q3 		$5K Buy
127
+55
+76% +$2.49K 0.01% 293
2017
Q2 		$3K Hold
72
– – ﹤0.01% 183
2017
Q1 		$3K Hold
72
– – ﹤0.01% 183
2016
Q4 		$3K Buy
+72
New +$3K ﹤0.01% 195

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

Legacy Advisors's PEG Position: Q2 2026 in Review

Legacy Advisors increased its Public Service Enterprise Group (PEG) stake by 2.3% in Q2 2026, buying an estimated $9.19K and bringing the position to 5,178 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #202.

Legacy Advisors first reported a position in PEG in Q4 2016 and has held it in 36 quarters since. The position peaked at $716K in Q1 2019. 363 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Legacy Advisors held 5,178 shares of Public Service Enterprise Group worth $420K as of Q2 2026.
  • Legacy Advisors bought 115 Public Service Enterprise Group shares in Q2 2026, an estimated $9.19K.
  • Public Service Enterprise Group made up 0.04% of Legacy Advisors's portfolio in Q2 2026, its #202 holding.
  • Legacy Advisors first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 36 quarters since.
  • Legacy Advisors's Public Service Enterprise Group position peaked at $716K in Q1 2019.
  • 363 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.