Loomis, Sayles & Company
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Loomis, Sayles & Company’s Public Service Enterprise Group PEG Stock Holding History

Loomis, Sayles & Company’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
-760
Closed -$63.4K – 744
2025
Q3 		$63.4K Hold
760
– – ﹤0.01% 599
2025
Q2 		$64K Buy
760
+540
+245% +$43.6K ﹤0.01% 597
2025
Q1 		$18K Buy
220
+29
+15% +$2.42K ﹤0.01% 701
2024
Q4 		$16K Sell
191
-679
-78% -$60.1K ﹤0.01% 694
2024
Q3 		$78K Buy
870
+71
+9% +$5.67K ﹤0.01% 581
2024
Q2 		$59K Buy
799
+601
+304% +$42.7K ﹤0.01% 614
2024
Q1 		$13K Sell
198
-397
-67% -$24.3K ﹤0.01% 671
2023
Q4 		$36K Sell
595
-450
-43% -$27.7K ﹤0.01% 643
2023
Q3 		$59K Buy
1,045
+163
+18% +$10K ﹤0.01% 586
2023
Q2 		$55K Buy
882
+430
+95% +$26.8K ﹤0.01% 599
2023
Q1 		$28K Sell
452
-1,244
-73% -$75.4K ﹤0.01% 694
2022
Q4 		$104K Buy
1,696
+206
+14% +$12K ﹤0.01% 543
2022
Q3 		$84K Buy
1,490
+1,134
+319% +$73K ﹤0.01% 531
2022
Q2 		$23K Sell
356
-3,087
-90% -$210K ﹤0.01% 587
2022
Q1 		$241K Buy
+3,443
New +$228K ﹤0.01% 536
2021
Q4 		– Sell
-207
Closed -$13K – 869
2021
Q3 		$13K Buy
+207
New +$12.9K ﹤0.01% 759
2020
Q2 		– Sell
-287
Closed -$13K – 735
2020
Q1 		$13K Sell
287
-829
-74% -$44.8K ﹤0.01% 640
2019
Q4 		$66K Buy
1,116
+97
+10% +$5.88K ﹤0.01% 666
2019
Q3 		$63K Buy
+1,019
New +$60.8K ﹤0.01% 605
2016
Q3 		– Sell
-96
Closed -$4K – 1055
2016
Q2 		$4K Sell
96
-269
-74% -$12.2K ﹤0.01% 894
2016
Q1 		$17K Sell
365
-181
-33% -$7.69K ﹤0.01% 743
2015
Q4 		$21K Sell
546
-8,315
-94% -$333K ﹤0.01% 790
2015
Q3 		$374K Buy
8,861
+7,798
+734% +$318K ﹤0.01% 650
2015
Q2 		$42K Buy
+1,063
New +$44.1K ﹤0.01% 707

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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

Loomis, Sayles & Company's PEG Position: Q4 2025 in Review

Loomis, Sayles & Company sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 760 shares — an estimated $63.4K sold.

Loomis, Sayles & Company first reported a position in PEG in Q2 2015 and held it in 24 quarters. The position peaked at $374K in Q3 2015. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

  • Loomis, Sayles & Company reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 760 Public Service Enterprise Group shares in Q4 2025, an estimated $63.4K.
  • Loomis, Sayles & Company first reported a position in Public Service Enterprise Group in Q2 2015 and held it in 24 quarters.
  • Loomis, Sayles & Company's Public Service Enterprise Group position peaked at $374K in Q3 2015.
  • 1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Loomis, Sayles & Company's 13F filing for Q4 2025, filed 12 Feb 2026.