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Tortoise Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-11
Closed -$918 – 1096
2025
Q3 		$918 Buy
11
+3
+38% +$252 ﹤0.01% 1060
2025
Q2 		$673 Buy
+8
New +$645 ﹤0.01% 1045
2020
Q1 		– Sell
-5
Closed – – 598
2019
Q4 		$0 Hold
5
– – ﹤0.01% 611
2019
Q3 		$0 Hold
5
– – ﹤0.01% 629
2019
Q2 		$0 Hold
5
– – ﹤0.01% 647
2019
Q1 		$0 Buy
+5
New +$280 ﹤0.01% 642
2013
Q4 		– Sell
-675
Closed -$22K – 373
2013
Q3 		$22K Hold
675
– – 0.01% 195
2013
Q2 		$22K Buy
+675
New +$23.1K 0.01% 186

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tortoise Investment Management's PEG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 11 shares — an estimated $918 sold.

Tortoise Investment Management first reported a position in PEG in Q2 2013 and held it in 8 quarters. The position peaked at $22K in Q3 2013. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Public Service Enterprise Group shares in Q4 2025, an estimated $918.
  • Tortoise Investment Management first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 8 quarters.
  • Tortoise Investment Management's Public Service Enterprise Group position peaked at $22K in Q3 2013.
  • 1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.