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Marshall Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Marshall Investment 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 		$8.12K Hold
100
– – ﹤0.01% 242
2026
Q1 		$8.1K Buy
+100
New +$8.2K ﹤0.01% 202
2025
Q2 		– Sell
-100
Closed -$8.23K – 167
2025
Q1 		$8.23K Buy
+100
New +$8.34K 0.01% 171

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Marshall Investment Management's PEG Position: Q2 2026 in Review

Marshall Investment Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 100 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Marshall Investment Management first reported a position in PEG in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.23K in Q1 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Marshall Investment Management held 100 shares of Public Service Enterprise Group worth $8.12K as of Q2 2026.
  • Marshall Investment Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #242 holding.
  • Marshall Investment Management first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Public Service Enterprise Group position peaked at $8.23K in Q1 2025.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.