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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Investment Management's PEG Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Public Service Enterprise Group (PEG) in Q1 2026: 100 shares worth $8.1K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in PEG as recently as Q1 2025.

Marshall Investment Management first reported a position in PEG in Q1 2025 and has held it in 2 quarters since. The position peaked at $8.23K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Marshall Investment Management held 100 shares of Public Service Enterprise Group worth $8.1K as of Q1 2026.
  • Public Service Enterprise Group was a new Marshall Investment Management position in Q1 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #202 holding.
  • Marshall Investment Management first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 2 quarters since.
  • Marshall Investment Management's Public Service Enterprise Group position peaked at $8.23K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.