Spirit of America Management Corp’s Public Service Enterprise Group PEG Stock Holding History

Spirit of America Management Corp’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	$1.77M	Buy	21,850 +750	+4%	+$59.9K	0.33%	87
2026 Q1	$1.71M	Buy	21,100 +1,600	+8%	+$131K	0.34%	90
2025 Q4	$1.57M	Buy	19,500 +3,050	+19%	+$249K	0.33%	86
2025 Q3	$1.37M	Buy	16,450 +2,300	+16%	+$193K	0.28%	101
2025 Q2	$1.19M	Buy	14,150 +1,200	+9%	+$96.8K	0.25%	103
2025 Q1	$1.07M	Buy	12,950 +2,100	+19%	+$175K	0.22%	109
2024 Q4	$917K	Buy	10,850 +500	+5%	+$44.3K	0.19%	119
2024 Q3	$923K	Hold	10,350	–	–	0.18%	117
2024 Q2	$763K	Hold	10,350	–	–	0.15%	122
2024 Q1	$691K	Buy	10,350 +750	+8%	+$45.9K	0.14%	128
2023 Q4	$587K	Hold	9,600	–	–	0.13%	137
2023 Q3	$546K	Buy	9,600 +2,500	+35%	+$154K	0.12%	132
2023 Q2	$445K	Buy	7,100 +3,050	+75%	+$190K	0.1%	149
2023 Q1	$253K	Buy	+4,050	New	+$245K	0.06%	176

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Spirit of America Management Corp's PEG Position: Q2 2026 in Review

Spirit of America Management Corp increased its Public Service Enterprise Group (PEG) stake by 3.6% in Q2 2026, buying an estimated $59.9K and bringing the position to 21,850 shares worth $1.77M. The position accounts for 0.33% of the portfolio, ranked #87.

Spirit of America Management Corp first reported a position in PEG in Q1 2023 and has held it in 14 quarters since. 827 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Spirit of America Management Corp held 21,850 shares of Public Service Enterprise Group worth $1.77M as of Q2 2026.
Spirit of America Management Corp bought 750 Public Service Enterprise Group shares in Q2 2026, an estimated $59.9K.
Public Service Enterprise Group made up 0.33% of Spirit of America Management Corp's portfolio in Q2 2026, its #87 holding.
Spirit of America Management Corp first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 14 quarters since.
827 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.