Ray Dalio
PEG icon

Ray Dalio’s Public Service Enterprise Group PEG Stock Holding History

Ray Dalio’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 		$4.64M Sell
57,299
-65,263
-53% -$5.35M 0.02% 439
2025
Q4 		$9.84M Buy
122,562
+47,805
+64% +$3.9M 0.04% 361
2025
Q3 		$6.24M Buy
+74,757
New +$6.27M 0.02% 440
2024
Q1 		– Sell
-59,673
Closed -$3.65M – 777
2023
Q4 		$3.65M Buy
59,673
+31,813
+114% +$1.95M 0.02% 419
2023
Q3 		$1.59M Buy
+27,860
New +$1.71M 0.01% 534
2023
Q1 		– Sell
-170,705
Closed -$10.5M – 852
2022
Q4 		$10.5M Buy
170,705
+49,006
+40% +$2.84M 0.06% 246
2022
Q3 		$6.84M Sell
121,699
-134,708
-53% -$8.67M 0.03% 319
2022
Q2 		$16.2M Buy
256,407
+124,717
+95% +$8.48M 0.07% 243
2022
Q1 		$9.22M Buy
131,690
+103,831
+373% +$6.87M 0.04% 316
2021
Q4 		$1.86M Buy
+27,859
New +$1.76M 0.01% 473
2020
Q3 		– Sell
-8,519
Closed -$419K – 488
2020
Q2 		$419K Sell
8,519
-6,568
-44% -$327K 0.01% 286
2020
Q1 		$678K Buy
+15,087
New +$815K 0.01% 248
2017
Q1 		– Sell
-65,854
Closed -$2.89M – 300
2016
Q4 		$2.89M Buy
65,854
+10,397
+19% +$434K 0.03% 172
2016
Q3 		$2.32M Buy
+55,457
New +$2.44M 0.02% 183
2016
Q2 		– Sell
-19,258
Closed -$908K – 367
2016
Q1 		$908K Sell
19,258
-172,100
-90% -$7.31M 0.01% 223
2015
Q4 		$7.4M Buy
191,358
+98,701
+107% +$3.96M 0.1% 94
2015
Q3 		$3.91M Sell
92,657
-121,737
-57% -$4.97M 0.05% 152
2015
Q2 		$8.42M Buy
214,394
+87,200
+69% +$3.62M 0.08% 55
2015
Q1 		$5.33M Buy
127,194
+115,741
+1,011% +$4.83M 0.04% 118
2014
Q4 		$474K Sell
11,453
-3,095
-21% -$125K ﹤0.01% 267
2014
Q3 		$542K Sell
14,548
-20,200
-58% -$746K ﹤0.01% 271
2014
Q2 		$1.42M Buy
34,748
+2,500
+8% +$97.1K 0.01% 212
2014
Q1 		$1.23M Sell
32,248
-14,400
-31% -$497K 0.01% 224
2013
Q4 		$1.5M Buy
+46,648
New +$1.54M 0.01% 183

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's PEG Position: Q1 2026 in Review

Ray Dalio reduced its Public Service Enterprise Group (PEG) stake by 53% in Q1 2026, selling an estimated $5.35M and leaving 57,299 shares worth $4.64M. The position accounts for 0.02% of the portfolio, ranked #439.

Ray Dalio first reported a position in PEG in Q4 2013 and has held it in 24 quarters since. The position peaked at $16.2M in Q2 2022. 1,288 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Ray Dalio held 57,299 shares of Public Service Enterprise Group worth $4.64M as of Q1 2026.
  • Ray Dalio sold 65,263 Public Service Enterprise Group shares in Q1 2026, an estimated $5.35M.
  • Public Service Enterprise Group made up 0.02% of Ray Dalio's portfolio in Q1 2026, its #439 holding.
  • Ray Dalio first reported a position in Public Service Enterprise Group in Q4 2013 and has held it in 24 quarters since.
  • Ray Dalio's Public Service Enterprise Group position peaked at $16.2M in Q2 2022.
  • 1,288 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.