Summit Investment Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Summit Investment Advisory Services’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	$273K	Sell	3,367 -334	-9%	-$27.4K	0.1%	63
2025 Q4	$297K	Hold	3,701	–	–	0.11%	59
2025 Q3	$309K	Hold	3,701	–	–	0.12%	55
2025 Q2	$312K	Sell	3,701 -76	-2%	-$6.13K	0.14%	49
2025 Q1	$311K	Buy	3,777 +76	+2%	+$6.34K	0.15%	52
2024 Q4	$313K	Hold	3,701	–	–	0.16%	53
2024 Q3	$330K	Buy	+3,701	New	+$295K	0.18%	49
2024 Q2	–	Sell	-3,777	Closed	-$252K	–	80
2024 Q1	$252K	Buy	3,777 +76	+2%	+$4.65K	0.15%	57
2023 Q4	$226K	Hold	3,701	–	–	0.14%	58
2023 Q3	$211K	Sell	3,701 -76	-2%	-$4.67K	0.16%	51
2023 Q2	$236K	Buy	3,777 +76	+2%	+$4.75K	0.16%	48
2023 Q1	$231K	Buy	+3,701	New	+$224K	0.16%	46

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Summit Investment Advisory Services's PEG Position: Q1 2026 in Review

Summit Investment Advisory Services reduced its Public Service Enterprise Group (PEG) stake by 9% in Q1 2026, selling an estimated $27.4K and leaving 3,367 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #63.

Summit Investment Advisory Services first reported a position in PEG in Q1 2023 and has held it in 12 quarters since. The position peaked at $330K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Summit Investment Advisory Services held 3,367 shares of Public Service Enterprise Group worth $273K as of Q1 2026.
Summit Investment Advisory Services sold 334 Public Service Enterprise Group shares in Q1 2026, an estimated $27.4K.
Public Service Enterprise Group made up 0.1% of Summit Investment Advisory Services's portfolio in Q1 2026, its #63 holding.
Summit Investment Advisory Services first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 12 quarters since.
Summit Investment Advisory Services's Public Service Enterprise Group position peaked at $330K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.