River Street Advisors’s Public Service Enterprise Group PEG Stock Holding History

River Street 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 Q2	$1.31M	Buy	16,169 +622	+4%	+$49.7K	0.39%	65
2026 Q1	$1.26M	Buy	15,547 +452	+3%	+$37.1K	0.43%	65
2025 Q4	$1.21M	Buy	15,095 +196	+1%	+$16K	0.45%	60
2025 Q3	$1.24M	Buy	14,899 +571	+4%	+$47.9K	0.48%	58
2025 Q2	$1.21M	Sell	14,328 -130	-0.9%	-$10.5K	0.52%	56
2025 Q1	$1.19M	Sell	14,458 -73	-0.5%	-$6.09K	0.59%	52
2024 Q4	$1.23M	Sell	14,531 -21	-0.1%	-$1.86K	0.63%	40
2024 Q3	$1.3M	Buy	14,552 +33	+0.2%	+$2.63K	0.7%	41
2024 Q2	$1.07M	Sell	14,519 -401	-3%	-$28.5K	0.66%	45
2024 Q1	$996K	Buy	14,920 +1,579	+12%	+$96.7K	0.67%	45
2023 Q4	$816K	Buy	13,341 +419	+3%	+$25.7K	0.65%	46
2023 Q3	$735K	Buy	12,922 +439	+4%	+$27K	0.69%	44
2023 Q2	$782K	Sell	12,483 -183	-1%	-$11.4K	0.75%	44
2023 Q1	$791K	Buy	12,666 +284	+2%	+$17.2K	0.78%	43
2022 Q4	$759K	Buy	+12,382	New	+$719K	0.81%	43

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

River Street Advisors's PEG Position: Q2 2026 in Review

River Street Advisors increased its Public Service Enterprise Group (PEG) stake by 4% in Q2 2026, buying an estimated $49.7K and bringing the position to 16,169 shares worth $1.31M. The position accounts for 0.39% of the portfolio, ranked #65.

River Street Advisors first reported a position in PEG in Q4 2022 and has held it in 15 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

River Street Advisors held 16,169 shares of Public Service Enterprise Group worth $1.31M as of Q2 2026.
River Street Advisors bought 622 Public Service Enterprise Group shares in Q2 2026, an estimated $49.7K.
Public Service Enterprise Group made up 0.39% of River Street Advisors's portfolio in Q2 2026, its #65 holding.
River Street Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 15 quarters since.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.