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Mendel Money Management’s Public Service Enterprise Group PEG Stock Holding History

Mendel Money 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 		$536K Buy
6,610
+450
+7% +$35.9K 0.2% 97
2026
Q1 		$499K Sell
6,160
-100
-2% -$8.2K 0.21% 101
2025
Q4 		$503K Sell
6,260
-440
-7% -$35.9K 0.21% 106
2025
Q3 		$559K Buy
6,700
+15
+0.2% +$1.26K 0.24% 102
2025
Q2 		$563K Sell
6,685
-25
-0.4% -$2.02K 0.25% 90
2025
Q1 		$552K Sell
6,710
-15
-0.2% -$1.25K 0.26% 93
2024
Q4 		$568K Sell
6,725
-75
-1% -$6.64K 0.25% 85
2024
Q3 		$607K Hold
6,800
– – 0.26% 86
2024
Q2 		$501K Buy
6,800
+130
+2% +$9.24K 0.23% 88
2024
Q1 		$445K Buy
6,670
+1,625
+32% +$99.5K 0.21% 96
2023
Q4 		$309K Buy
5,045
+135
+3% +$8.3K 0.15% 114
2023
Q3 		$279K Hold
4,910
– – 0.15% 113
2023
Q2 		$307K Buy
4,910
+255
+5% +$15.9K 0.16% 111
2023
Q1 		$291K Buy
4,655
+21
+0.5% +$1.27K 0.16% 110
2022
Q4 		$284K Buy
4,634
+40
+0.9% +$2.32K 0.16% 106
2022
Q3 		$258K Hold
4,594
– – 0.16% 102
2022
Q2 		$291K Hold
4,594
– – 0.17% 100
2022
Q1 		$322K Buy
+4,594
New +$304K 0.16% 103

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

Mendel Money Management's PEG Position: Q2 2026 in Review

Mendel Money Management increased its Public Service Enterprise Group (PEG) stake by 7.3% in Q2 2026, buying an estimated $35.9K and bringing the position to 6,610 shares worth $536K. The position accounts for 0.2% of the portfolio, ranked #97.

Mendel Money Management first reported a position in PEG in Q1 2022 and has held it in 18 quarters since. The position peaked at $607K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Mendel Money Management held 6,610 shares of Public Service Enterprise Group worth $536K as of Q2 2026.
  • Mendel Money Management bought 450 Public Service Enterprise Group shares in Q2 2026, an estimated $35.9K.
  • Public Service Enterprise Group made up 0.2% of Mendel Money Management's portfolio in Q2 2026, its #97 holding.
  • Mendel Money Management first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 18 quarters since.
  • Mendel Money Management's Public Service Enterprise Group position peaked at $607K in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.