MLL
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Moody Lynn & Lieberson’s Public Service Enterprise Group PEG Stock Holding History

Moody Lynn & Lieberson’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 		$289K Sell
3,566
-42
-1% -$3.35K 0.02% 224
2026
Q1 		$292K Sell
3,608
-21
-0.6% -$1.72K 0.02% 213
2025
Q4 		$291K Buy
3,629
+28
+0.8% +$2.28K 0.02% 221
2025
Q3 		$301K Hold
3,601
– – 0.02% 218
2025
Q2 		$303K Sell
3,601
-6,263
-63% -$505K 0.02% 214
2025
Q1 		$812K Sell
9,864
-28
-0.3% -$2.34K 0.05% 132
2024
Q4 		$836K Buy
9,892
+210
+2% +$18.6K 0.05% 126
2024
Q3 		$864K Buy
9,682
+3,239
+50% +$258K 0.05% 137
2024
Q2 		$475K Buy
6,443
+859
+15% +$61K 0.03% 166
2024
Q1 		$373K Sell
5,584
-86
-2% -$5.27K 0.03% 184
2023
Q4 		$347K Sell
5,670
-2,893
-34% -$178K 0.03% 188
2023
Q3 		$487K Buy
8,563
+1,142
+15% +$70.2K 0.04% 143
2023
Q2 		$465K Buy
7,421
+2,035
+38% +$127K 0.04% 157
2023
Q1 		$336K Buy
5,386
+2,053
+62% +$124K 0.03% 184
2022
Q4 		$204K Sell
3,333
-17,181
-84% -$997K 0.02% 213
2022
Q3 		$1.15M Sell
20,514
-25,606
-56% -$1.65M 0.11% 100
2022
Q2 		$2.92M Buy
46,120
+2,338
+5% +$159K 0.26% 71
2022
Q1 		$3.06M Buy
43,782
+37,214
+567% +$2.46M 0.22% 77
2021
Q4 		$438K Buy
+6,568
New +$416K 0.03% 177

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Moody Lynn & Lieberson's PEG Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its Public Service Enterprise Group (PEG) stake by 1.2% in Q2 2026, selling an estimated $3.35K and leaving 3,566 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #224.

Moody Lynn & Lieberson first reported a position in PEG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.06M in Q1 2022. 363 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Moody Lynn & Lieberson held 3,566 shares of Public Service Enterprise Group worth $289K as of Q2 2026.
  • Moody Lynn & Lieberson sold 42 Public Service Enterprise Group shares in Q2 2026, an estimated $3.35K.
  • Public Service Enterprise Group made up 0.02% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #224 holding.
  • Moody Lynn & Lieberson first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 19 quarters since.
  • Moody Lynn & Lieberson's Public Service Enterprise Group position peaked at $3.06M in Q1 2022.
  • 363 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.