Patton Fund Management’s Public Service Enterprise Group PEG Stock Holding History

Patton Fund 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	–	Sell	-2,894	Closed	-$234K	–	366
2026 Q1	$234K	Hold	2,894	–	–	0.04%	366
2025 Q4	$232K	Sell	2,894 -254	-8%	-$20.7K	0.03%	214
2025 Q3	$263K	Sell	3,148 -21,103	-87%	-$1.77M	0.05%	217
2025 Q2	$2.04M	Sell	24,251 -17,108	-41%	-$1.38M	0.45%	67
2025 Q1	$3.4M	Sell	41,359 -12,405	-23%	-$1.03M	0.82%	54
2024 Q4	$4.54M	Buy	+53,764	New	+$4.76M	0.89%	50
2023 Q1	–	Sell	-3,394	Closed	-$208K	–	193
2022 Q4	$208K	Buy	+3,394	New	+$197K	0.06%	154
2019 Q4	–	Sell	-40,646	Closed	-$2.52M	–	93
2019 Q3	$2.52M	Sell	40,646 -9,555	-19%	-$571K	1.01%	44
2019 Q2	$2.95M	Buy	+50,201	New	+$2.99M	1.17%	26

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

Patton Fund Management's PEG Position: Q2 2026 in Review

Patton Fund Management sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 2,894 shares — an estimated $234K sold.

Patton Fund Management first reported a position in PEG in Q2 2019 and held it in 9 quarters. The position peaked at $4.54M in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Patton Fund Management reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 2,894 Public Service Enterprise Group shares in Q2 2026, an estimated $234K.
Patton Fund Management first reported a position in Public Service Enterprise Group in Q2 2019 and held it in 9 quarters.
Patton Fund Management's Public Service Enterprise Group position peaked at $4.54M in Q4 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.