LRI Investments’s Public Service Enterprise Group PEG Stock Holding History

LRI Investments’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	$16.5K	Buy	203 +8	+4%	+$639	﹤0.01%	821
2026 Q1	$15.8K	Buy	+195	New	+$16K	﹤0.01%	758
2025 Q4	–	Sell	-6,140	Closed	-$512K	–	1396
2025 Q3	$512K	Sell	6,140 -1,695	-22%	-$142K	0.04%	181
2025 Q2	$660K	Buy	7,835 +695	+10%	+$56.1K	0.06%	149
2025 Q1	$588K	Buy	7,140 +3,000	+72%	+$250K	0.06%	150
2024 Q4	$350K	Hold	4,140	–	–	0.03%	185
2024 Q3	$360K	Hold	4,140	–	–	0.03%	193
2024 Q2	$305K	Hold	4,140	–	–	0.03%	183
2024 Q1	$276K	Buy	+4,140	New	+$254K	0.07%	113

Other funds holding PEG

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's PEG Position: Q2 2026 in Review

LRI Investments increased its Public Service Enterprise Group (PEG) stake by 4.1% in Q2 2026, buying an estimated $639 and bringing the position to 203 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

LRI Investments first reported a position in PEG in Q1 2024 and has held it in 9 quarters since. The position peaked at $660K in Q2 2025. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

LRI Investments held 203 shares of Public Service Enterprise Group worth $16.5K as of Q2 2026.
LRI Investments bought 8 Public Service Enterprise Group shares in Q2 2026, an estimated $639.
Public Service Enterprise Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #821 holding.
LRI Investments first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 9 quarters since.
LRI Investments's Public Service Enterprise Group position peaked at $660K in Q2 2025.
551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.