Morton Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Morton Capital 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	$217K	Hold	2,674	–	–	0.03%	149
2026 Q1	$216K	Hold	2,674	–	–	0.03%	126
2025 Q4	$215K	Hold	2,674	–	–	0.03%	123
2025 Q3	$223K	Hold	2,674	–	–	0.04%	118
2025 Q2	$225K	Sell	2,674 -97	-4%	-$7.82K	0.04%	111
2025 Q1	$228K	Buy	2,771 +28	+1%	+$2.34K	0.04%	100
2024 Q4	$232K	Buy	2,743 +1	+0%	+$89	0.04%	104
2024 Q3	$245K	Buy	+2,742	New	+$219K	0.05%	95

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Morton Capital Management's PEG Position: Q2 2026 in Review

Morton Capital Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 2,674 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #149.

Morton Capital Management first reported a position in PEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $245K in Q3 2024. 325 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Morton Capital Management held 2,674 shares of Public Service Enterprise Group worth $217K as of Q2 2026.
Morton Capital Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.03% of Morton Capital Management's portfolio in Q2 2026, its #149 holding.
Morton Capital Management first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 8 quarters since.
Morton Capital Management's Public Service Enterprise Group position peaked at $245K in Q3 2024.
325 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.