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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
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 $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

Mendel Money Management's PEG Position: Q1 2026 in Review

Mendel Money Management reduced its Public Service Enterprise Group (PEG) stake by 1.6% in Q1 2026, selling an estimated $8.2K and leaving 6,160 shares worth $499K. The position accounts for 0.21% of the portfolio, ranked #101.

Mendel Money Management first reported a position in PEG in Q1 2022 and has held it in 17 quarters since. The position peaked at $607K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Mendel Money Management held 6,160 shares of Public Service Enterprise Group worth $499K as of Q1 2026.
  • Mendel Money Management sold 100 Public Service Enterprise Group shares in Q1 2026, an estimated $8.2K.
  • Public Service Enterprise Group made up 0.21% of Mendel Money Management's portfolio in Q1 2026, its #101 holding.
  • Mendel Money Management first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 17 quarters since.
  • Mendel Money Management's Public Service Enterprise Group position peaked at $607K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.