Lyell Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Lyell Wealth Management’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	$329K	Buy	+4,048	New	+$323K	0.02%	189

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 $3.37T AUM 44.26% 1-Year Est. Return

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Lyell Wealth Management's PEG Position: Q2 2026 in Review

Lyell Wealth Management opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 4,048 shares worth $329K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings.

1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Lyell Wealth Management held 4,048 shares of Public Service Enterprise Group worth $329K as of Q2 2026.
Public Service Enterprise Group was a new Lyell Wealth Management position in Q2 2026.
Public Service Enterprise Group made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #189 holding.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.