SMA
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Sage Mountain Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sage Mountain 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
Q1 		– Sell
-3,901
Closed -$313K – 490
2025
Q4 		$313K Buy
+3,901
New +$318K 0.02% 375
2025
Q3 		– Sell
-3,654
Closed -$308K – 568
2025
Q2 		$308K Buy
+3,654
New +$295K 0.02% 316
2025
Q1 		– Sell
-2,849
Closed -$241K – 509
2024
Q4 		$241K Buy
+2,849
New +$252K 0.02% 337

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sage Mountain Advisors's PEG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 3,901 shares — an estimated $313K sold.

Sage Mountain Advisors first reported a position in PEG in Q4 2024 and held it in 3 quarters. The position peaked at $313K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,901 Public Service Enterprise Group shares in Q1 2026, an estimated $313K.
  • Sage Mountain Advisors first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Public Service Enterprise Group position peaked at $313K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.