Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Public Service Enterprise Group PEG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$85.1M Sell
1,051,603
-73,667
-7% -$6.04M 0.06% 316
2025
Q4 		$90.4M Sell
1,125,270
-44,275
-4% -$3.61M 0.05% 311
2025
Q3 		$97.6M Buy
1,169,545
+20,359
+2% +$1.71M 0.06% 301
2025
Q2 		$96.7M Buy
1,149,186
+1,955
+0.2% +$158K 0.06% 300
2025
Q1 		$94.4M Sell
1,147,231
-2,366
-0.2% -$197K 0.07% 289
2024
Q4 		$97.1M Buy
1,149,597
+21,164
+2% +$1.87M 0.07% 286
2024
Q3 		$101M Sell
1,128,433
-9,180
-0.8% -$733K 0.07% 279
2024
Q2 		$83.8M Sell
1,137,613
-161,236
-12% -$11.5M 0.06% 302
2024
Q1 		$86.7M Sell
1,298,849
-76,538
-6% -$4.69M 0.06% 334
2023
Q4 		$84.1M Buy
1,375,387
+110,235
+9% +$6.77M 0.06% 336
2023
Q3 		$72M Sell
1,265,152
-2,733
-0.2% -$168K 0.06% 353
2023
Q2 		$79.4M Sell
1,267,885
-148,080
-10% -$9.25M 0.06% 340
2023
Q1 		$88.4M Sell
1,415,965
-133,796
-9% -$8.1M 0.07% 329
2022
Q4 		$95M Buy
1,549,761
+69,754
+5% +$4.05M 0.08% 307
2022
Q3 		$83.2M Sell
1,480,007
-15,508
-1% -$999K 0.07% 333
2022
Q2 		$94.6M Sell
1,495,515
-73,309
-5% -$4.98M 0.07% 310
2022
Q1 		$110M Buy
1,568,824
+117,922
+8% +$7.81M 0.07% 311
2021
Q4 		$96.8M Sell
1,450,902
-74,569
-5% -$4.72M 0.06% 346
2021
Q3 		$92.9M Sell
1,525,471
-36,416
-2% -$2.27M 0.06% 354
2021
Q2 		$93.3M Sell
1,561,887
-97,998
-6% -$6.05M 0.06% 372
2021
Q1 		$99.9M Sell
1,659,885
-46,123
-3% -$2.66M 0.06% 353
2020
Q4 		$99.5M Sell
1,706,008
-375,719
-18% -$21.9M 0.06% 335
2020
Q3 		$114M Buy
2,081,727
+47,272
+2% +$2.5M 0.08% 278
2020
Q2 		$100M Sell
2,034,455
-36,660
-2% -$1.83M 0.07% 297
2020
Q1 		$93M Buy
2,071,115
+113,699
+6% +$6.14M 0.08% 269
2019
Q4 		$116M Buy
1,957,416
+14,627
+0.8% +$887K 0.09% 234
2019
Q3 		$121M Sell
1,942,789
-165,065
-8% -$9.86M 0.1% 218
2019
Q2 		$124M Buy
2,107,854
+13,268
+0.6% +$790K 0.11% 210
2019
Q1 		$124M Buy
2,094,586
+20,320
+1% +$1.14M 0.12% 200
2018
Q4 		$106M Buy
2,074,266
+269,877
+15% +$14.5M 0.11% 193
2018
Q3 		$95.3M Buy
1,804,389
+39,859
+2% +$2.08M 0.1% 222
2018
Q2 		$95.5M Buy
1,764,530
+150,121
+9% +$7.71M 0.11% 204
2018
Q1 		$81.1M Buy
1,614,409
+183,881
+13% +$9.03M 0.1% 218
2017
Q4 		$73.7M Buy
1,430,528
+7,966
+0.6% +$401K 0.1% 235
2017
Q3 		$65.8M Sell
1,422,562
-15,190
-1% -$688K 0.09% 238
2017
Q2 		$61.8M Buy
1,437,752
+30,376
+2% +$1.34M 0.09% 249
2017
Q1 		$62.4M Sell
1,407,376
-4,952
-0.4% -$219K 0.1% 238
2016
Q4 		$62M Sell
1,412,328
-13,026
-0.9% -$543K 0.1% 234
2016
Q3 		$59.7M Sell
1,425,354
-209,662
-13% -$9.24M 0.1% 248
2016
Q2 		$76.2M Buy
1,635,016
+3,373
+0.2% +$153K 0.13% 187
2016
Q1 		$76.9M Buy
1,631,643
+71,422
+5% +$3.03M 0.13% 173
2015
Q4 		$60.8M Sell
1,560,221
-24,810
-2% -$995K 0.11% 219
2015
Q3 		$66.8M Buy
1,585,031
+79,527
+5% +$3.24M 0.13% 187
2015
Q2 		$59.1M Sell
1,505,504
-31,226
-2% -$1.3M 0.11% 231
2015
Q1 		$64.4M Buy
1,536,730
+294,173
+24% +$12.3M 0.12% 219
2014
Q4 		$52.8M Buy
1,242,557
+4,906
+0.4% +$197K 0.1% 244
2014
Q3 		$46.1M Sell
1,237,651
-166,304
-12% -$6.14M 0.09% 262
2014
Q2 		$57.3M Buy
1,403,955
+166,186
+13% +$6.45M 0.12% 209
2014
Q1 		$47.2M Sell
1,237,769
-35,018
-3% -$1.21M 0.1% 240
2013
Q4 		$40.8M Sell
1,272,787
-59,562
-4% -$1.97M 0.08% 277
2013
Q3 		$43.9M Sell
1,332,349
-11,451
-0.9% -$379K 0.09% 245
2013
Q2 		$43.9M Buy
+1,343,800
New +$46M 0.1% 237

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

Sumitomo Mitsui Trust Group's PEG Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Public Service Enterprise Group (PEG) stake by 6.5% in Q1 2026, selling an estimated $6.04M and leaving 1,051,603 shares worth $85.1M. The position accounts for 0.06% of the portfolio, ranked #316.

Sumitomo Mitsui Trust Group first reported a position in PEG in Q2 2013 and has held it in 52 quarters since. The position peaked at $124M in Q1 2019. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 1,051,603 shares of Public Service Enterprise Group worth $85.1M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 73,667 Public Service Enterprise Group shares in Q1 2026, an estimated $6.04M.
  • Public Service Enterprise Group made up 0.06% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #316 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Public Service Enterprise Group position peaked at $124M in Q1 2019.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.