Roehl & Yi Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Roehl & Yi 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 Q2	$628K	Buy	+7,740	New	+$618K	0.21%	98

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Roehl & Yi Investment Advisors's PEG Position: Q2 2026 in Review

Roehl & Yi Investment Advisors opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 7,740 shares worth $628K. The stake represents 0.21% of the portfolio and ranks #98 among its holdings.

1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Roehl & Yi Investment Advisors held 7,740 shares of Public Service Enterprise Group worth $628K as of Q2 2026.
Public Service Enterprise Group was a new Roehl & Yi Investment Advisors position in Q2 2026.
Public Service Enterprise Group made up 0.21% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #98 holding.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.