SPIA
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Steward Partners Investment Advisory’s Public Service Enterprise Group PEG Stock Holding History

Steward Partners Investment Advisory’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 		$3.43M Sell
42,332
-1,007
-2% -$82.6K 0.02% 651
2025
Q4 		$3.48M Sell
43,339
-65,950
-60% -$5.38M 0.02% 593
2025
Q3 		$9.12M Sell
109,289
-15,375
-12% -$1.29M 0.05% 305
2025
Q2 		$10.5M Buy
124,664
+7,693
+7% +$620K 0.08% 240
2025
Q1 		$9.63M Buy
116,971
+9,646
+9% +$805K 0.09% 236
2024
Q4 		$9.07M Buy
107,325
+9,431
+10% +$835K 0.08% 238
2024
Q3 		$8.73M Buy
97,894
+42,071
+75% +$3.36M 0.08% 245
2024
Q2 		$4.11M Buy
55,823
+28,740
+106% +$2.04M 0.04% 378
2024
Q1 		$1.81M Sell
27,083
-477
-2% -$29.2K 0.02% 611
2023
Q4 		$1.69M Sell
27,560
-556
-2% -$34.2K 0.02% 548
2023
Q3 		$1.6M Sell
28,116
-10,824
-28% -$665K 0.02% 523
2023
Q2 		$2.44M Sell
38,940
-137
-0.4% -$8.55K 0.04% 424
2023
Q1 		$2.44M Buy
39,077
+1,412
+4% +$85.5K 0.04% 415
2022
Q4 		$2.31M Sell
37,665
-1,505
-4% -$87.4K 0.04% 424
2022
Q3 		$2.2M Buy
39,170
+7
+0% +$451 0.04% 399
2022
Q2 		$2.48M Buy
39,163
+209
+0.5% +$14.2K 0.05% 375
2022
Q1 		$2.73M Sell
38,954
-774
-2% -$51.2K 0.04% 387
2021
Q4 		$2.65M Buy
39,728
+565
+1% +$35.8K 0.04% 409
2021
Q3 		$2.38M Sell
39,163
-1,334
-3% -$83.3K 0.04% 406
2021
Q2 		$2.42M Sell
40,497
-7,201
-15% -$445K 0.04% 402
2021
Q1 		$2.87M Buy
47,698
+11,676
+32% +$674K 0.05% 348
2020
Q4 		$2.1M Buy
36,022
+5,639
+19% +$328K 0.05% 356
2020
Q3 		$1.67M Buy
30,383
+2,775
+10% +$147K 0.04% 359
2020
Q2 		$1.36M Buy
27,608
+812
+3% +$40.5K 0.04% 381
2020
Q1 		$1.2M Buy
26,796
+960
+4% +$51.9K 0.04% 346
2019
Q4 		$1.52M Sell
25,836
-284
-1% -$17.2K 0.05% 351
2019
Q3 		$1.62M Buy
26,120
+5,407
+26% +$323K 0.05% 311
2019
Q2 		$1.22M Sell
20,713
-4,808
-19% -$286K 0.04% 348
2019
Q1 		$1.52M Buy
25,521
+4,829
+23% +$270K 0.06% 281
2018
Q4 		$1.08M Buy
20,692
+2,344
+13% +$126K 0.05% 323
2018
Q3 		$969K Buy
18,348
+10,893
+146% +$569K 0.05% 349
2018
Q2 		$404K Buy
7,455
+886
+13% +$45.5K 0.02% 507
2018
Q1 		$330K Buy
6,569
+400
+6% +$19.6K 0.02% 506
2017
Q4 		$317K Buy
6,169
+1,482
+32% +$74.7K 0.02% 437
2017
Q3 		$216K Buy
4,687
+2,088
+80% +$94.6K 0.02% 429
2017
Q2 		$111K Sell
2,599
-31
-1% -$1.37K 0.01% 481
2017
Q1 		$116K Buy
2,630
+31
+1% +$1.37K 0.02% 408
2016
Q4 		$114K Buy
+2,599
New +$108K 0.05% 239

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

Steward Partners Investment Advisory's PEG Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Public Service Enterprise Group (PEG) stake by 2.3% in Q1 2026, selling an estimated $82.6K and leaving 42,332 shares worth $3.43M. The position accounts for 0.02% of the portfolio, ranked #651.

Steward Partners Investment Advisory first reported a position in PEG in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.5M in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Steward Partners Investment Advisory held 42,332 shares of Public Service Enterprise Group worth $3.43M as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,007 Public Service Enterprise Group shares in Q1 2026, an estimated $82.6K.
  • Public Service Enterprise Group made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #651 holding.
  • Steward Partners Investment Advisory first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Public Service Enterprise Group position peaked at $10.5M in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.