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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
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

Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's PEG Position: Q2 2026 in Review

LVW Advisors increased its Public Service Enterprise Group (PEG) stake by 7.8% in Q2 2026, buying an estimated $38.4K and bringing the position to 6,674 shares worth $542K. The position accounts for 0.05% of the portfolio, ranked #221.

LVW Advisors first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $825K in Q3 2024. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • LVW Advisors held 6,674 shares of Public Service Enterprise Group worth $542K as of Q2 2026.
  • LVW Advisors bought 481 Public Service Enterprise Group shares in Q2 2026, an estimated $38.4K.
  • Public Service Enterprise Group made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #221 holding.
  • LVW Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
  • LVW Advisors's Public Service Enterprise Group position peaked at $825K in Q3 2024.
  • 551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.