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SBI Okasan Asset Management’s Public Service Enterprise Group PEG Stock Holding History

SBI Okasan Asset Management’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 		$742K Sell
9,000
-662
-7% -$52.9K 0.02% 170
2026
Q1 		$786K Buy
9,662
+662
+7% +$54.3K 0.03% 140
2025
Q4 		$726K Buy
+9,000
New +$734K 0.04% 145

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

SBI Okasan Asset Management's PEG Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Public Service Enterprise Group (PEG) stake by 6.9% in Q2 2026, selling an estimated $52.9K and leaving 9,000 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #170.

SBI Okasan Asset Management first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $786K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • SBI Okasan Asset Management held 9,000 shares of Public Service Enterprise Group worth $742K as of Q2 2026.
  • SBI Okasan Asset Management sold 662 Public Service Enterprise Group shares in Q2 2026, an estimated $52.9K.
  • Public Service Enterprise Group made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #170 holding.
  • SBI Okasan Asset Management first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Public Service Enterprise Group position peaked at $786K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.