Stoneridge Investment Partners’s Public Service Enterprise Group PEG Stock Holding History

Stoneridge Investment Partners’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	$416K	Buy	+5,421	New	+$433K	0.27%	115
2025 Q4	–	Sell	-21,634	Closed	-$1.81M	–	154
2025 Q3	$1.81M	Buy	+21,634	New	+$1.81M	1.24%	27
2020 Q3	–	Sell	-16,016	Closed	-$787K	–	131
2020 Q2	$787K	Sell	16,016 -1,500	-9%	-$74.7K	0.33%	78
2020 Q1	$787K	Buy	17,516 +3,000	+21%	+$162K	0.35%	70
2019 Q4	$857K	Buy	+14,516	New	+$880K	0.29%	96
2014 Q2	–	Sell	-181,899	Closed	-$6.94M	–	246
2014 Q1	$6.94M	Sell	181,899 -4,825	-3%	-$167K	1.34%	24
2013 Q4	$5.98M	Buy	186,724 +5,500	+3%	+$182K	1.15%	29
2013 Q3	$5.97M	Sell	181,224 -2,800	-2%	-$92.7K	1.31%	25
2013 Q2	$6.01M	Buy	+184,024	New	+$6.29M	1.4%	22

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

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

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

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

Stoneridge Investment Partners's PEG Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 5,421 shares worth $416K. The stake represents 0.27% of the portfolio and ranks #115 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in PEG as recently as Q3 2025.

Stoneridge Investment Partners first reported a position in PEG in Q2 2013 and has held it in 9 quarters since. The position peaked at $6.94M in Q1 2014. 1,310 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Stoneridge Investment Partners held 5,421 shares of Public Service Enterprise Group worth $416K as of Q2 2026.
Public Service Enterprise Group was a new Stoneridge Investment Partners position in Q2 2026.
Public Service Enterprise Group made up 0.27% of Stoneridge Investment Partners's portfolio in Q2 2026, its #115 holding.
Stoneridge Investment Partners first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 9 quarters since.
Stoneridge Investment Partners's Public Service Enterprise Group position peaked at $6.94M in Q1 2014.
1,310 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.