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Ruggaard & Associates’s Public Service Enterprise Group PEG Stock Holding History

Ruggaard & Associates’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 		$262K Hold
3,233
– – 0.09% 109
2026
Q1 		$262K Hold
3,233
– – 0.1% 108
2025
Q4 		$260K Hold
3,233
– – 0.1% 108
2025
Q3 		$270K Hold
3,233
– – 0.1% 102
2025
Q2 		$272K Hold
3,233
– – 0.11% 97
2025
Q1 		$266K Hold
3,233
– – 0.12% 98
2024
Q4 		$273K Hold
3,233
– – 0.12% 94
2024
Q3 		$288K Hold
3,233
– – 0.13% 98
2024
Q2 		$238K Buy
+3,233
New +$230K 0.11% 104

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ruggaard & Associates's PEG Position: Q2 2026 in Review

Ruggaard & Associates held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 3,233 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #109.

Ruggaard & Associates first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $288K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Ruggaard & Associates held 3,233 shares of Public Service Enterprise Group worth $262K as of Q2 2026.
  • Ruggaard & Associates left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.09% of Ruggaard & Associates's portfolio in Q2 2026, its #109 holding.
  • Ruggaard & Associates first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • Ruggaard & Associates's Public Service Enterprise Group position peaked at $288K in Q3 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Ruggaard & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.