MYIA
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Mount Yale Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Mount Yale 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 		$891K Sell
10,972
-10,721
-49% -$856K 0.02% 618
2026
Q1 		$1.76M Buy
21,693
+12,468
+135% +$1.02M 0.04% 398
2025
Q4 		$741K Buy
9,225
+2,320
+34% +$189K 0.04% 376
2025
Q3 		$576K Buy
6,905
+5,640
+446% +$473K 0.04% 393
2025
Q2 		$106K Buy
+1,265
New +$102K 0.01% 643
2024
Q2 		– Sell
-7,073
Closed -$472K – 573
2024
Q1 		$472K Sell
7,073
-9
-0.1% -$551 0.04% 366
2023
Q4 		$433K Buy
7,082
+90
+1% +$5.53K 0.04% 346
2023
Q3 		$398K Buy
6,992
+71
+1% +$4.36K 0.04% 343
2023
Q2 		$433K Sell
6,921
-104
-1% -$6.49K 0.05% 326
2023
Q1 		$439K Sell
7,025
-102
-1% -$6.18K 0.05% 315
2022
Q4 		$437K Buy
7,127
+166
+2% +$9.64K 0.05% 298
2022
Q3 		$391K Sell
6,961
-532
-7% -$34.3K 0.05% 306
2022
Q2 		$474K Buy
7,493
+288
+4% +$19.6K 0.06% 295
2022
Q1 		$504K Buy
7,205
+1,748
+32% +$116K 0.05% 301
2021
Q4 		$364K Buy
5,457
+516
+10% +$32.7K 0.04% 332
2021
Q3 		$301K Buy
+4,941
New +$309K 0.03% 350
2018
Q2 		– Sell
-1,138
Closed -$57K – 995
2018
Q1 		$57K Buy
+1,138
New +$55.9K 0.01% 594

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Mount Yale Investment Advisors's PEG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 49% in Q2 2026, selling an estimated $856K and leaving 10,972 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #618.

Mount Yale Investment Advisors first reported a position in PEG in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.76M in Q1 2026. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Mount Yale Investment Advisors held 10,972 shares of Public Service Enterprise Group worth $891K as of Q2 2026.
  • Mount Yale Investment Advisors sold 10,721 Public Service Enterprise Group shares in Q2 2026, an estimated $856K.
  • Public Service Enterprise Group made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #618 holding.
  • Mount Yale Investment Advisors first reported a position in Public Service Enterprise Group in Q1 2018 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Public Service Enterprise Group position peaked at $1.76M in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.