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

Pinion 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
Q1 		$207K Sell
2,557
-159
-6% -$13K 0.05% 175
2025
Q4 		$218K Sell
2,716
-99
-4% -$8.08K 0.05% 164
2025
Q3 		$234K Sell
2,815
-68
-2% -$5.7K 0.06% 153
2025
Q2 		$243K Buy
2,883
+5
+0.2% +$403 0.08% 146
2025
Q1 		$237K Buy
2,878
+11
+0.4% +$918 0.05% 143
2024
Q4 		$242K Buy
2,867
+312
+12% +$27.6K 0.1% 139
2024
Q3 		$228K Buy
+2,555
New +$204K 0.1% 148
2024
Q2 		– Sell
-3,302
Closed -$221K – 158
2024
Q1 		$221K Sell
3,302
-176
-5% -$10.8K 0.11% 140
2023
Q4 		$213K Buy
+3,478
New +$214K 0.13% 142

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Pinion Investment Advisors's PEG Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 5.9% in Q1 2026, selling an estimated $13K and leaving 2,557 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #175.

Pinion Investment Advisors first reported a position in PEG in Q4 2023 and has held it in 9 quarters since. The position peaked at $243K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Pinion Investment Advisors held 2,557 shares of Public Service Enterprise Group worth $207K as of Q1 2026.
  • Pinion Investment Advisors sold 159 Public Service Enterprise Group shares in Q1 2026, an estimated $13K.
  • Public Service Enterprise Group made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #175 holding.
  • Pinion Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 9 quarters since.
  • Pinion Investment Advisors's Public Service Enterprise Group position peaked at $243K in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.