Lido Advisors
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Lido Advisors’s Public Service Enterprise Group PEG Stock Holding History

Lido 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 		$2.31M Buy
28,453
+800
+3% +$63.9K 0.01% 747
2026
Q1 		$2.24M Buy
27,653
+1,301
+5% +$107K 0.01% 680
2025
Q4 		$2.16M Buy
26,352
+1,017
+4% +$83K 0.01% 695
2025
Q3 		$2.11M Buy
25,335
+3,598
+17% +$302K 0.01% 674
2025
Q2 		$1.83M Buy
21,737
+12,721
+141% +$1.03M 0.01% 612
2025
Q1 		$742K Sell
9,016
-775
-8% -$64.7K ﹤0.01% 889
2024
Q4 		$827K Buy
9,791
+378
+4% +$33.5K ﹤0.01% 834
2024
Q3 		$840K Sell
9,413
-96
-1% -$7.66K ﹤0.01% 784
2024
Q2 		$701K Buy
9,509
+4,435
+87% +$315K ﹤0.01% 798
2024
Q1 		$339K Sell
5,074
-373
-7% -$22.8K ﹤0.01% 1040
2023
Q4 		$333K Buy
5,447
+825
+18% +$50.7K ﹤0.01% 992
2023
Q3 		$263K Buy
4,622
+183
+4% +$11.2K ﹤0.01% 973
2023
Q2 		$278K Buy
4,439
+533
+14% +$33.3K ﹤0.01% 968
2023
Q1 		$244K Buy
+3,906
New +$237K ﹤0.01% 938

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Lido Advisors's PEG Position: Q2 2026 in Review

Lido Advisors increased its Public Service Enterprise Group (PEG) stake by 2.9% in Q2 2026, buying an estimated $63.9K and bringing the position to 28,453 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #747.

Lido Advisors first reported a position in PEG in Q1 2023 and has held it in 14 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Lido Advisors held 28,453 shares of Public Service Enterprise Group worth $2.31M as of Q2 2026.
  • Lido Advisors bought 800 Public Service Enterprise Group shares in Q2 2026, an estimated $63.9K.
  • Public Service Enterprise Group made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #747 holding.
  • Lido Advisors first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 14 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.