RIL
PEG icon

Rothschild Investment LLC’s Public Service Enterprise Group PEG Stock Holding History

Rothschild Investment LLC’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 		$292K Buy
3,602
+2,381
+195% +$190K 0.01% 766
2026
Q1 		$98.8K Buy
1,221
+14
+1% +$1.15K 0.01% 894
2025
Q4 		$96.9K Buy
1,207
+201
+20% +$16.4K 0.01% 817
2025
Q3 		$84K Sell
1,006
-214
-18% -$17.9K ﹤0.01% 847
2025
Q2 		$103K Buy
1,220
+36
+3% +$2.9K 0.01% 639
2025
Q1 		$97.4K Buy
1,184
+353
+42% +$29.5K 0.01% 638
2024
Q4 		$70.2K Buy
831
+31
+4% +$2.74K ﹤0.01% 715
2024
Q3 		$71.4K Buy
800
+10
+1% +$798 ﹤0.01% 720
2024
Q2 		$58.2K Buy
790
+35
+5% +$2.49K ﹤0.01% 726
2024
Q1 		$50.4K Sell
755
-95
-11% -$5.82K ﹤0.01% 726
2023
Q4 		$52K Buy
+850
New +$52.2K ﹤0.01% 649
2018
Q2 		– Sell
-55,560
Closed -$2.79M – 387
2018
Q1 		$2.79M Sell
55,560
-836
-1% -$41K 0.36% 74
2017
Q4 		$2.9M Sell
56,396
-704
-1% -$35.5K 0.32% 77
2017
Q3 		$2.64M Buy
57,100
+1,450
+3% +$65.7K 0.3% 79
2017
Q2 		$2.39M Buy
+55,650
New +$2.46M 0.27% 93

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rothschild Investment LLC's PEG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Public Service Enterprise Group (PEG) stake by 195% in Q2 2026, buying an estimated $190K and bringing the position to 3,602 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #766.

Rothschild Investment LLC first reported a position in PEG in Q2 2017 and has held it in 15 quarters since. The position peaked at $2.9M in Q4 2017. 1,082 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Rothschild Investment LLC held 3,602 shares of Public Service Enterprise Group worth $292K as of Q2 2026.
  • Rothschild Investment LLC bought 2,381 Public Service Enterprise Group shares in Q2 2026, an estimated $190K.
  • Public Service Enterprise Group made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #766 holding.
  • Rothschild Investment LLC first reported a position in Public Service Enterprise Group in Q2 2017 and has held it in 15 quarters since.
  • Rothschild Investment LLC's Public Service Enterprise Group position peaked at $2.9M in Q4 2017.
  • 1,082 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.