SGI
PEG icon

Summit Global Investments’s Public Service Enterprise Group PEG Stock Holding History

Summit Global Investments’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 		$2.58M Buy
31,733
+25,846
+439% +$2.06M 0.14% 77
2026
Q1 		$477K Buy
5,887
+16
+0.3% +$1.31K 0.03% 336
2025
Q4 		$471K Buy
+5,871
New +$479K 0.03% 332
2023
Q1 		– Sell
-25,562
Closed -$1.57M – 561
2022
Q4 		$1.57M Sell
25,562
-137
-0.5% -$7.95K 0.13% 157
2022
Q3 		$1.45M Sell
25,699
-201
-0.8% -$12.9K 0.13% 162
2022
Q2 		$1.64M Buy
25,900
+518
+2% +$35.2K 0.14% 152
2022
Q1 		$1.78M Buy
25,382
+20,878
+464% +$1.38M 0.13% 160
2021
Q4 		$301K Buy
+4,504
New +$285K 0.02% 447
2020
Q1 		– Sell
-4,711
Closed -$278K – 277
2019
Q4 		$278K Buy
4,711
+388
+9% +$23.5K 0.03% 260
2019
Q3 		$268K Sell
4,323
-138
-3% -$8.24K 0.03% 263
2019
Q2 		$262K Sell
4,461
-695
-13% -$41.4K 0.03% 272
2019
Q1 		$306K Buy
5,156
+163
+3% +$9.11K 0.04% 264
2018
Q4 		$260K Sell
4,993
-1,817
-27% -$97.8K 0.04% 243
2018
Q3 		$360K Sell
6,810
-384
-5% -$20.1K 0.05% 239
2018
Q2 		$389K Sell
7,194
-175,171
-96% -$9M 0.06% 240
2018
Q1 		$9.16M Buy
+182,365
New +$8.95M 1.46% 23

Other funds holding PEG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Summit Global Investments's PEG Position: Q2 2026 in Review

Summit Global Investments increased its Public Service Enterprise Group (PEG) stake by 439% in Q2 2026, buying an estimated $2.06M and bringing the position to 31,733 shares worth $2.58M. The position accounts for 0.14% of the portfolio, ranked #77.

Summit Global Investments first reported a position in PEG in Q1 2018 and has held it in 16 quarters since. The position peaked at $9.16M in Q1 2018. 586 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Summit Global Investments held 31,733 shares of Public Service Enterprise Group worth $2.58M as of Q2 2026.
  • Summit Global Investments bought 25,846 Public Service Enterprise Group shares in Q2 2026, an estimated $2.06M.
  • Public Service Enterprise Group made up 0.14% of Summit Global Investments's portfolio in Q2 2026, its #77 holding.
  • Summit Global Investments first reported a position in Public Service Enterprise Group in Q1 2018 and has held it in 16 quarters since.
  • Summit Global Investments's Public Service Enterprise Group position peaked at $9.16M in Q1 2018.
  • 586 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.