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Sovran Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sovran 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
-2,771
Closed -$220K – 603
2025
Q4 		$220K Buy
2,771
+97
+4% +$7.91K 0.02% 514
2025
Q3 		$216K Buy
+2,674
New +$224K 0.02% 496

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

Sovran Advisors's PEG Position: Q1 2026 in Review

Sovran Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 2,771 shares — an estimated $220K sold.

Sovran Advisors first reported a position in PEG in Q3 2025 and held it in 2 quarters. The position peaked at $220K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Sovran Advisors reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Sovran Advisors sold 2,771 Public Service Enterprise Group shares in Q1 2026, an estimated $220K.
  • Sovran Advisors first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 2 quarters.
  • Sovran Advisors's Public Service Enterprise Group position peaked at $220K in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Sovran Advisors's 13F filing for Q1 2026, filed 1 May 2026.