Lloyd Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Lloyd Advisory Services’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	$729	Sell	9 -687	-99%	-$54.9K	﹤0.01%	582
2026 Q1	$56.4K	Buy	696 +687	+7,633%	+$56.3K	0.02%	259
2025 Q4	$709	Buy	+9	New	+$734	﹤0.01%	503
2024 Q2	–	Sell	-15,010	Closed	-$1M	–	168
2024 Q1	$1M	Buy	15,010 +11,145	+288%	+$683K	0.21%	84
2023 Q4	$236K	Buy	+3,865	New	+$238K	0.11%	115
2022 Q2	–	Sell	-948	Closed	-$66K	–	415
2022 Q1	$66K	Sell	948 -1	-0.1%	-$66	0.03%	201
2021 Q4	$63K	Buy	949 +10	+1%	+$633	0.03%	174
2021 Q3	$57K	Sell	939 -36	-4%	-$2.25K	0.03%	150
2021 Q2	$58K	Sell	975 -15	-2%	-$927	0.03%	140
2021 Q1	$60K	Sell	990 -13	-1%	-$750	0.03%	128
2020 Q4	$58K	Sell	1,003 -73	-7%	-$4.25K	0.03%	108
2020 Q3	$59K	Sell	1,076 -129	-11%	-$6.83K	0.04%	94
2020 Q2	$59K	Buy	+1,205	New	+$60K	0.04%	99
2020 Q1	–	Sell	-38	Closed	-$2K	–	366
2019 Q4	$2K	Buy	+38	New	+$2.3K	﹤0.01%	309

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Lloyd Advisory Services's PEG Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Public Service Enterprise Group (PEG) stake by 99% in Q2 2026, selling an estimated $54.9K and leaving 9 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Lloyd Advisory Services first reported a position in PEG in Q4 2019 and has held it in 14 quarters since. The position peaked at $1M in Q1 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Lloyd Advisory Services held 9 shares of Public Service Enterprise Group worth $729 as of Q2 2026.
Lloyd Advisory Services sold 687 Public Service Enterprise Group shares in Q2 2026, an estimated $54.9K.
Public Service Enterprise Group made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #582 holding.
Lloyd Advisory Services first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 14 quarters since.
Lloyd Advisory Services's Public Service Enterprise Group position peaked at $1M in Q1 2024.
1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.