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Perpetual Ltd’s Public Service Enterprise Group PEG Stock Holding History

Perpetual Ltd’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
2025
Q3 		– Sell
-3,600
Closed -$303K – 440
2025
Q2 		$303K Hold
3,600
– – ﹤0.01% 377
2025
Q1 		$296K Hold
3,600
– – ﹤0.01% 375
2024
Q4 		$304K Hold
3,600
– – ﹤0.01% 370
2024
Q3 		$321K Hold
3,600
– – ﹤0.01% 364
2024
Q2 		$265K Hold
3,600
– – ﹤0.01% 393
2024
Q1 		$217K Sell
3,600
-1,374,305
-100% -$84.2M ﹤0.01% 422
2023
Q4 		$84.3M Sell
1,377,905
-835,816
-38% -$51.4M 0.87% 40
2023
Q3 		$126M Buy
2,213,721
+50,446
+2% +$3.1M 1.3% 22
2023
Q2 		$135M Buy
2,163,275
+3,154
+0.1% +$197K 1.16% 27
2023
Q1 		$135M Buy
+2,160,121
New +$131M 1.17% 24
2020
Q3 		$228K Hold
4,151
– – 0.02% 252
2020
Q2 		$204K Buy
+4,151
New +$207K 0.02% 190
2020
Q1 		– Sell
-4,151
Closed -$245K – 234
2019
Q4 		$245K Hold
4,151
– – 0.04% 149
2019
Q3 		$258K Hold
4,151
– – 0.04% 140
2019
Q2 		$244K Hold
4,151
– – 0.04% 145
2019
Q1 		$247K Hold
4,151
– – 0.04% 146
2018
Q4 		$213K Hold
4,151
– – 0.03% 155
2018
Q3 		$219K Hold
4,151
– – 0.03% 167
2018
Q2 		$225K Hold
4,151
– – 0.03% 156
2018
Q1 		$209K Hold
4,151
– – 0.03% 161
2017
Q4 		$214K Sell
4,151
-800
-16% -$40.3K 0.03% 170
2017
Q3 		$239K Hold
4,951
– – 0.03% 152
2017
Q2 		$213K Hold
4,951
– – 0.02% 243
2017
Q1 		$222K Buy
+4,951
New +$219K 0.02% 174
2016
Q3 		– Sell
-4,410
Closed -$206K – 262
2016
Q2 		$206K Hold
4,410
– – 0.02% 189
2016
Q1 		$208K Buy
+4,410
New +$187K 0.02% 186

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Perpetual Ltd's PEG Position: Q3 2025 in Review

Perpetual Ltd sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 3,600 shares — an estimated $303K sold.

Perpetual Ltd first reported a position in PEG in Q1 2016 and held it in 26 quarters. The position peaked at $135M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Perpetual Ltd reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Perpetual Ltd sold 3,600 Public Service Enterprise Group shares in Q3 2025, an estimated $303K.
  • Perpetual Ltd first reported a position in Public Service Enterprise Group in Q1 2016 and held it in 26 quarters.
  • Perpetual Ltd's Public Service Enterprise Group position peaked at $135M in Q2 2023.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Perpetual Ltd's 13F filing for Q3 2025, filed 10 Oct 2025.