Moneta Group Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Moneta Group Investment 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	$469K	Sell	5,785 -6	-0.1%	-$479	﹤0.01%	559
2026 Q1	$469K	Buy	5,791 +183	+3%	+$15K	﹤0.01%	518
2025 Q4	$450K	Sell	5,608 -365	-6%	-$29.8K	﹤0.01%	529
2025 Q3	$498K	Buy	5,973 +1,118	+23%	+$93.8K	﹤0.01%	495
2025 Q2	$409K	Buy	4,855 +1,222	+34%	+$98.6K	﹤0.01%	486
2025 Q1	$299K	Buy	3,633 +22	+0.6%	+$1.83K	﹤0.01%	527
2024 Q4	$305K	Buy	+3,611	New	+$320K	﹤0.01%	527
2019 Q2	–	Sell	-1,077	Closed	-$64K	–	271
2019 Q1	$64K	Buy	+1,077	New	+$60.2K	0.01%	223
2018 Q1	–	Sell	-8	Closed	–	–	690
2017 Q4	$0	Buy	+8	New	+$403	﹤0.01%	533

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

Moneta Group Investment Advisors's PEG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 0.1% in Q2 2026, selling an estimated $479 and leaving 5,785 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Moneta Group Investment Advisors first reported a position in PEG in Q4 2017 and has held it in 9 quarters since. The position peaked at $498K in Q3 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Moneta Group Investment Advisors held 5,785 shares of Public Service Enterprise Group worth $469K as of Q2 2026.
Moneta Group Investment Advisors sold 6 Public Service Enterprise Group shares in Q2 2026, an estimated $479.
Public Service Enterprise Group made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #559 holding.
Moneta Group Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 9 quarters since.
Moneta Group Investment Advisors's Public Service Enterprise Group position peaked at $498K in Q3 2025.
1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.