Roundview Capital’s Public Service Enterprise Group PEG Stock Holding History

Roundview Capital’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	$431K	Buy	5,309 +1,665	+46%	+$133K	0.02%	276
2026 Q1	$295K	Sell	3,644 -630	-15%	-$51.6K	0.02%	302
2025 Q4	$343K	Sell	4,274 -121	-3%	-$9.87K	0.02%	284
2025 Q3	$367K	Hold	4,395	–	–	0.02%	284
2025 Q2	$370K	Sell	4,395 -4	-0.1%	-$323	0.02%	279
2025 Q1	$362K	Sell	4,399 -225	-5%	-$18.8K	0.03%	273
2024 Q4	$391K	Buy	4,624 +647	+16%	+$57.3K	0.03%	285
2024 Q3	$355K	Hold	3,977	–	–	0.03%	297
2024 Q2	$293K	Buy	3,977 +39	+1%	+$2.77K	0.02%	289
2024 Q1	$263K	Buy	+3,938	New	+$241K	0.02%	294

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

Roundview Capital's PEG Position: Q2 2026 in Review

Roundview Capital increased its Public Service Enterprise Group (PEG) stake by 46% in Q2 2026, buying an estimated $133K and bringing the position to 5,309 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #276.

Roundview Capital first reported a position in PEG in Q1 2024 and has held it in 10 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Roundview Capital held 5,309 shares of Public Service Enterprise Group worth $431K as of Q2 2026.
Roundview Capital bought 1,665 Public Service Enterprise Group shares in Q2 2026, an estimated $133K.
Public Service Enterprise Group made up 0.02% of Roundview Capital's portfolio in Q2 2026, its #276 holding.
Roundview Capital first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 10 quarters since.
1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.