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

LVW 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
Q3 		$1.58M Buy
23,476
+16,802
+252% +$1.26M 0.13% 93
2026
Q2 		$542K Buy
6,674
+481
+8% +$38.4K 0.05% 221
2026
Q1 		$501K Sell
6,193
-2,628
-30% -$215K 0.05% 214
2025
Q4 		$708K Sell
8,821
-104
-1% -$8.48K 0.07% 134
2025
Q3 		$745K Sell
8,925
-18
-0.2% -$1.51K 0.08% 136
2025
Q2 		$753K Buy
8,943
+506
+6% +$40.8K 0.08% 137
2025
Q1 		$694K Sell
8,437
-180
-2% -$15K 0.08% 138
2024
Q4 		$728K Sell
8,617
-635
-7% -$56.2K 0.09% 141
2024
Q3 		$825K Buy
9,252
+705
+8% +$56.3K 0.11% 133
2024
Q2 		$630K Buy
8,547
+498
+6% +$35.4K 0.09% 138
2024
Q1 		$538K Buy
8,049
+1,739
+28% +$107K 0.09% 160
2023
Q4 		$386K Buy
+6,310
New +$388K 0.07% 177

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LVW Advisors's PEG Position: Q3 2026 in Review

LVW Advisors increased its Public Service Enterprise Group (PEG) stake by 252% in Q3 2026, buying an estimated $1.26M and bringing the position to 23,476 shares worth $1.58M. The position accounts for 0.13% of the portfolio, ranked #93.

LVW Advisors first reported a position in PEG in Q4 2023 and has held it in 12 quarters since. 699 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • LVW Advisors held 23,476 shares of Public Service Enterprise Group worth $1.58M as of Q3 2026.
  • LVW Advisors bought 16,802 Public Service Enterprise Group shares in Q3 2026, an estimated $1.26M.
  • Public Service Enterprise Group made up 0.13% of LVW Advisors's portfolio in Q3 2026, its #93 holding.
  • LVW Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 12 quarters since.
  • 699 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.