OIA
PEG icon

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

OneDigital 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 		$797K Sell
9,817
-4,725
-32% -$377K 0.01% 833
2026
Q1 		$1.18M Sell
14,542
-345
-2% -$28.3K 0.01% 628
2025
Q4 		$1.2M Buy
14,887
+87
+0.6% +$7.1K 0.01% 615
2025
Q3 		$1.24M Sell
14,800
-297
-2% -$24.9K 0.01% 585
2025
Q2 		$1.27M Sell
15,097
-68
-0.4% -$5.48K 0.01% 564
2025
Q1 		$1.25M Buy
15,165
+788
+5% +$65.7K 0.01% 537
2024
Q4 		$1.21M Sell
14,377
-5,005
-26% -$443K 0.01% 568
2024
Q3 		$1.73M Buy
19,382
+390
+2% +$31.1K 0.02% 480
2024
Q2 		$1.4M Buy
18,992
+5,554
+41% +$395K 0.02% 516
2024
Q1 		$897K Sell
13,438
-1,410
-9% -$86.4K 0.01% 544
2023
Q4 		$908K Buy
14,848
+3,007
+25% +$185K 0.02% 514
2023
Q3 		$674K Buy
11,841
+849
+8% +$52.2K 0.01% 542
2023
Q2 		$688K Buy
10,992
+87
+0.8% +$5.43K 0.02% 520
2023
Q1 		$681K Buy
10,905
+255
+2% +$15.4K 0.02% 507
2022
Q4 		$653K Buy
10,650
+6,464
+154% +$375K 0.02% 450
2022
Q3 		$235K Buy
4,186
+21
+0.5% +$1.35K 0.01% 663
2022
Q2 		$264K Buy
+4,165
New +$283K 0.01% 591
2019
Q3 		– Sell
-700
Closed -$41K – 994
2019
Q2 		$41K Sell
700
-615
-47% -$36.6K ﹤0.01% 610
2019
Q1 		$78K Buy
1,315
+615
+88% +$34.4K 0.01% 412
2018
Q4 		$36K Hold
700
– – 0.01% 524
2018
Q3 		$37K Hold
700
– – 0.01% 478
2018
Q2 		$38K Sell
700
-600
-46% -$30.8K 0.01% 585
2018
Q1 		$65K Hold
1,300
– – 0.01% 453
2017
Q4 		$67K Buy
1,300
+527
+68% +$26.6K 0.01% 432
2017
Q3 		$36K Buy
773
+1
+0.1% +$45 0.01% 465
2017
Q2 		$33K Buy
+772
New +$34.1K 0.01% 587

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

OneDigital Investment Advisors's PEG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 32% in Q2 2026, selling an estimated $377K and leaving 9,817 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #833.

OneDigital Investment Advisors first reported a position in PEG in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.73M in Q3 2024. 840 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • OneDigital Investment Advisors held 9,817 shares of Public Service Enterprise Group worth $797K as of Q2 2026.
  • OneDigital Investment Advisors sold 4,725 Public Service Enterprise Group shares in Q2 2026, an estimated $377K.
  • Public Service Enterprise Group made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #833 holding.
  • OneDigital Investment Advisors first reported a position in Public Service Enterprise Group in Q2 2017 and has held it in 26 quarters since.
  • OneDigital Investment Advisors's Public Service Enterprise Group position peaked at $1.73M in Q3 2024.
  • 840 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.