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Strategic Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Strategic Investment 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
Q2 		$1.29M Sell
15,846
-725
-4% -$57.9K 0.08% 115
2026
Q1 		$1.34M Buy
16,571
+889
+6% +$72.9K 0.09% 116
2025
Q4 		$1.26M Sell
15,682
-272
-2% -$22.2K 0.11% 87
2025
Q3 		$1.33M Buy
15,954
+127
+0.8% +$10.7K 0.12% 85
2025
Q2 		$1.33M Sell
15,827
-1,067
-6% -$86.1K 0.13% 78
2025
Q1 		$1.39M Sell
16,894
-702
-4% -$58.6K 0.15% 81
2024
Q4 		$1.49M Sell
17,596
-195
-1% -$17.3K 0.16% 79
2024
Q3 		$1.59M Buy
17,791
+592
+3% +$47.2K 0.17% 79
2024
Q2 		$1.27M Sell
17,199
-455
-3% -$32.3K 0.15% 88
2024
Q1 		$1.18M Buy
17,654
+143
+0.8% +$8.76K 0.15% 93
2023
Q4 		$1.07M Buy
17,511
+179
+1% +$11K 0.15% 90
2023
Q3 		$986K Buy
+17,332
New +$1.06M 0.16% 93
2022
Q1 		– Sell
-11,573
Closed -$772K – 198
2021
Q4 		$772K Sell
11,573
-1,296
-10% -$82K 0.15% 133
2021
Q3 		$784K Buy
12,869
+908
+8% +$56.7K 0.17% 124
2021
Q2 		$715K Buy
+11,961
New +$739K 0.16% 126

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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's PEG Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 4.4% in Q2 2026, selling an estimated $57.9K and leaving 15,846 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #115.

Strategic Investment Advisors first reported a position in PEG in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.59M in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Strategic Investment Advisors held 15,846 shares of Public Service Enterprise Group worth $1.29M as of Q2 2026.
  • Strategic Investment Advisors sold 725 Public Service Enterprise Group shares in Q2 2026, an estimated $57.9K.
  • Public Service Enterprise Group made up 0.08% of Strategic Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Strategic Investment Advisors first reported a position in Public Service Enterprise Group in Q2 2021 and has held it in 15 quarters since.
  • Strategic Investment Advisors's Public Service Enterprise Group position peaked at $1.59M in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.