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
2026 Q1	–	Sell	-1,533	Closed	-$123K	–	1894
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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SageView Advisory Group's PEG Position: Q1 2026 in Review

SageView Advisory Group sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 1,533 shares — an estimated $123K sold.

SageView Advisory Group first reported a position in PEG in Q4 2023 and held it in 7 quarters. The position peaked at $643K in Q4 2023. 1,291 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

SageView Advisory Group reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,533 Public Service Enterprise Group shares in Q1 2026, an estimated $123K.
SageView Advisory Group first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 7 quarters.
SageView Advisory Group's Public Service Enterprise Group position peaked at $643K in Q4 2023.
1,291 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.