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 Q2	$273K	Hold	3,367	–	–	0.07%	74
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 $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

Summit Investment Advisory Services's PEG Position: Q2 2026 in Review

Summit Investment Advisory Services held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 3,367 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #74.

Summit Investment Advisory Services first reported a position in PEG in Q1 2023 and has held it in 13 quarters since. The position peaked at $330K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Summit Investment Advisory Services held 3,367 shares of Public Service Enterprise Group worth $273K as of Q2 2026.
Summit Investment Advisory Services left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.07% of Summit Investment Advisory Services's portfolio in Q2 2026, its #74 holding.
Summit Investment Advisory Services first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 13 quarters since.
Summit Investment Advisory Services's Public Service Enterprise Group position peaked at $330K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.