SageView Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

SageView Advisory Group’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
2025 Q4	$123K	Buy	+1,533	New	+$125K	﹤0.01%	760
2025 Q3	–	Sell	-5,639	Closed	-$490K	–	656
2025 Q2	$490K	Sell	5,639 -201	-3%	-$16.2K	0.02%	371
2025 Q1	$481K	Sell	5,840 -269	-4%	-$22.4K	0.02%	356
2024 Q4	$516K	Sell	6,109 -326	-5%	-$28.9K	0.02%	338
2024 Q3	$574K	Sell	6,435 -809	-11%	-$64.6K	0.03%	277
2024 Q2	$534K	Buy	+7,244	New	+$515K	0.02%	325
2024 Q1	–	Sell	-11,045	Closed	-$643K	–	716
2023 Q4	$643K	Buy	+11,045	New	+$679K	0.03%	337

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SageView Advisory Group's PEG Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Public Service Enterprise Group (PEG) in Q4 2025: 1,533 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PEG as recently as Q2 2025.

SageView Advisory Group first reported a position in PEG in Q4 2023 and has held it in 7 quarters since. The position peaked at $643K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

SageView Advisory Group held 1,533 shares of Public Service Enterprise Group worth $123K as of Q4 2025.
Public Service Enterprise Group was a new SageView Advisory Group position in Q4 2025.
Public Service Enterprise Group made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #760 holding.
SageView Advisory Group first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 7 quarters since.
SageView Advisory Group's Public Service Enterprise Group position peaked at $643K in Q4 2023.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.