Richard Bernstein Advisors’s Public Service Enterprise Group PEG Stock Holding History

Richard Bernstein 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	$1.13M	Hold	13,950	–	–	0.03%	171
2025 Q4	$1.12M	Sell	13,950 -1,528	-10%	-$125K	0.03%	127
2025 Q3	$1.29M	Sell	15,478 -16,182	-51%	-$1.36M	0.04%	151
2025 Q2	$2.67M	Buy	+31,660	New	+$2.55M	0.07%	156
2023 Q3	–	Sell	-53,732	Closed	-$3.36M	–	235
2023 Q2	$3.36M	Hold	53,732	–	–	0.07%	95
2023 Q1	$3.36M	Hold	53,732	–	–	0.07%	101
2022 Q4	$3.29M	Hold	53,732	–	–	0.07%	113
2022 Q3	$3.02M	Sell	53,732 -13,300	-20%	-$856K	0.08%	124
2022 Q2	$4.24M	Hold	67,032	–	–	0.09%	107
2022 Q1	$4.69M	Buy	+67,032	New	+$4.44M	0.09%	104

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Richard Bernstein Advisors's PEG Position: Q1 2026 in Review

Richard Bernstein Advisors held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 13,950 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #171.

Richard Bernstein Advisors first reported a position in PEG in Q1 2022 and has held it in 10 quarters since. The position peaked at $4.69M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Richard Bernstein Advisors held 13,950 shares of Public Service Enterprise Group worth $1.13M as of Q1 2026.
Richard Bernstein Advisors left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #171 holding.
Richard Bernstein Advisors first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 10 quarters since.
Richard Bernstein Advisors's Public Service Enterprise Group position peaked at $4.69M in Q1 2022.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.