Mezzasalma Advisors’s Public Service Enterprise Group PEG Stock Holding History

Mezzasalma Advisors’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	$982K	Sell	12,102 -159	-1%	-$12.7K	0.2%	72
2026 Q1	$993K	Hold	12,261	–	–	0.25%	58
2025 Q4	$993K	Sell	12,261 -191	-2%	-$15.6K	0.24%	60
2025 Q3	$1.04M	Buy	+12,452	New	+$1.04M	0.27%	59
2024 Q2	–	Sell	-3,140	Closed	-$210K	–	98
2024 Q1	$210K	Sell	3,140 -694	-18%	-$42.5K	0.1%	98
2023 Q4	$234K	Hold	3,834	–	–	0.13%	86
2023 Q3	$218K	Sell	3,834 -100	-3%	-$6.14K	0.13%	76
2023 Q2	$246K	Hold	3,934	–	–	0.15%	79
2023 Q1	$246K	Buy	3,934 +149	+4%	+$9.03K	0.17%	76
2022 Q4	$232K	Sell	3,785 -430	-10%	-$25K	0.2%	73
2022 Q3	$237K	Hold	4,215	–	–	0.19%	67
2022 Q2	$267K	Hold	4,215	–	–	0.23%	67
2022 Q1	$295K	Hold	4,215	–	–	0.18%	70
2021 Q4	$281K	Sell	4,215 -180	-4%	-$11.4K	0.15%	77
2021 Q3	$268K	Hold	4,395	–	–	0.15%	78
2021 Q2	$263K	Sell	4,395 -400	-8%	-$24.7K	0.14%	80
2021 Q1	$289K	Sell	4,795 -35	-0.7%	-$2.02K	0.19%	70
2020 Q4	$282K	Buy	+4,830	New	+$281K	0.18%	72

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Mezzasalma Advisors's PEG Position: Q2 2026 in Review

Mezzasalma Advisors reduced its Public Service Enterprise Group (PEG) stake by 1.3% in Q2 2026, selling an estimated $12.7K and leaving 12,102 shares worth $982K. The position accounts for 0.2% of the portfolio, ranked #72.

Mezzasalma Advisors first reported a position in PEG in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.04M in Q3 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Mezzasalma Advisors held 12,102 shares of Public Service Enterprise Group worth $982K as of Q2 2026.
Mezzasalma Advisors sold 159 Public Service Enterprise Group shares in Q2 2026, an estimated $12.7K.
Public Service Enterprise Group made up 0.2% of Mezzasalma Advisors's portfolio in Q2 2026, its #72 holding.
Mezzasalma Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 18 quarters since.
Mezzasalma Advisors's Public Service Enterprise Group position peaked at $1.04M in Q3 2025.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.