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

Neumann 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	$2.47M	Sell	30,443 -1,115	-4%	-$89.1K	1.63%	18
2026 Q1	$2.55M	Hold	31,558	–	–	0.75%	36
2025 Q4	$2.53M	Sell	31,558 -112	-0.4%	-$9.14K	0.73%	36
2025 Q3	$2.64M	Sell	31,670 -1,500	-5%	-$126K	0.77%	33
2025 Q2	$2.79M	Hold	33,170	–	–	0.88%	28
2025 Q1	$2.73M	Hold	33,170	–	–	0.94%	27
2024 Q4	$2.8M	Sell	33,170 -494	-1%	-$43.7K	0.93%	26
2024 Q3	$3M	Hold	33,664	–	–	1%	25
2024 Q2	$2.48M	Sell	33,664 -675	-2%	-$48K	0.85%	30
2024 Q1	$2.29M	Buy	34,339 +200	+0.6%	+$12.2K	0.82%	36
2023 Q4	$2.09M	Hold	34,139	–	–	0.83%	36
2023 Q3	$1.94M	Hold	34,139	–	–	0.85%	34
2023 Q2	$2.14M	Buy	34,139 +800	+2%	+$49.9K	0.88%	32
2023 Q1	$2.08M	Buy	33,339 +700	+2%	+$42.4K	0.92%	31
2022 Q4	$2M	Buy	32,639 +400	+1%	+$23.2K	0.94%	32
2022 Q3	$1.81M	Sell	32,239 -106	-0.3%	-$6.83K	0.93%	37
2022 Q2	$2.05M	Buy	32,345 +500	+2%	+$34K	1.04%	31
2022 Q1	$2.23M	Hold	31,845	–	–	0.95%	33
2021 Q4	$2.13M	Hold	31,845	–	–	0.87%	35
2021 Q3	$1.94M	Hold	31,845	–	–	0.87%	34
2021 Q2	$1.9M	Hold	31,845	–	–	0.85%	37
2021 Q1	$1.92M	Hold	31,845	–	–	0.91%	35
2020 Q4	$1.86M	Buy	31,845 +200	+0.6%	+$11.6K	0.94%	34
2020 Q3	$1.74M	Hold	31,645	–	–	1%	32
2020 Q2	$1.56M	Sell	31,645 -515	-2%	-$25.7K	0.95%	34
2020 Q1	$1.44M	Buy	32,160 +1,050	+3%	+$56.7K	1.05%	29
2019 Q4	$1.84M	Hold	31,110	–	–	1.07%	29
2019 Q3	$1.93M	Buy	31,110 +300	+1%	+$17.9K	1.19%	28
2019 Q2	$1.81M	Buy	30,810 +2,550	+9%	+$152K	1.12%	29
2019 Q1	$1.68M	Sell	28,260 -1,000	-3%	-$55.9K	1.07%	30
2018 Q4	$1.52M	Sell	29,260 -3,440	-11%	-$185K	1.15%	29
2018 Q3	$1.73M	Hold	32,700	–	–	1.02%	32
2018 Q2	$1.77M	Hold	32,700	–	–	1.11%	31
2018 Q1	$1.64M	Buy	32,700 +850	+3%	+$41.7K	1.05%	32
2017 Q4	$1.64M	Sell	31,850 -880	-3%	-$44.3K	1%	36
2017 Q3	$1.51M	Buy	32,730 +330	+1%	+$14.9K	0.94%	37
2017 Q2	$1.39M	Buy	32,400 +1,140	+4%	+$50.4K	0.9%	37
2017 Q1	$1.39M	Hold	31,260	–	–	0.9%	38
2016 Q4	$1.37M	Buy	31,260 +2,215	+8%	+$92.4K	0.88%	41
2016 Q3	$1.22M	Buy	29,045 +460	+2%	+$20.3K	0.81%	42
2016 Q2	$1.33M	Hold	28,585	–	–	0.88%	40
2016 Q1	$1.35M	Hold	28,585	–	–	0.89%	40
2015 Q4	$1.11M	Buy	28,585 +575	+2%	+$23.1K	0.77%	45
2015 Q3	$1.18M	Hold	28,010	–	–	0.83%	40
2015 Q2	$1.1M	Buy	28,010 +4,210	+18%	+$175K	0.7%	45
2015 Q1	$998K	Buy	23,800 +500	+2%	+$20.9K	0.64%	48
2014 Q4	$965K	Buy	+23,300	New	+$938K	0.63%	46

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

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

Neumann Capital Management reduced its Public Service Enterprise Group (PEG) stake by 3.5% in Q2 2026, selling an estimated $89.1K and leaving 30,443 shares worth $2.47M. The position accounts for 1.63% of the portfolio, ranked #18.

Neumann Capital Management first reported a position in PEG in Q4 2014 and has held it in 47 quarters since. The position peaked at $3M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Neumann Capital Management held 30,443 shares of Public Service Enterprise Group worth $2.47M as of Q2 2026.
Neumann Capital Management sold 1,115 Public Service Enterprise Group shares in Q2 2026, an estimated $89.1K.
Public Service Enterprise Group made up 1.63% of Neumann Capital Management's portfolio in Q2 2026, its #18 holding.
Neumann Capital Management first reported a position in Public Service Enterprise Group in Q4 2014 and has held it in 47 quarters since.
Neumann Capital Management's Public Service Enterprise Group position peaked at $3M in Q3 2024.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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