Towercrest Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Towercrest Capital 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
2026 Q1	$296K	Hold	3,652	–	–	0.05%	86
2025 Q4	$293K	Hold	3,652	–	–	0.05%	87
2025 Q3	$305K	Hold	3,652	–	–	0.05%	84
2025 Q2	$307K	Hold	3,652	–	–	0.05%	79
2025 Q1	$301K	Hold	3,652	–	–	0.06%	75
2024 Q4	$309K	Hold	3,652	–	–	0.05%	88
2024 Q3	$326K	Hold	3,652	–	–	0.05%	85
2024 Q2	$269K	Hold	3,652	–	–	0.04%	99
2024 Q1	$244K	Hold	3,652	–	–	0.04%	98
2023 Q4	$223K	Hold	3,652	–	–	0.04%	96
2023 Q3	$208K	Hold	3,652	–	–	0.04%	102
2023 Q2	$229K	Hold	3,652	–	–	0.04%	100
2023 Q1	$228K	Sell	3,652 -32	-0.9%	-$1.94K	0.05%	90
2022 Q4	$226K	Hold	3,684	–	–	0.05%	87
2022 Q3	$207K	Hold	3,684	–	–	0.05%	85
2022 Q2	$233K	Hold	3,684	–	–	0.05%	83
2022 Q1	$258K	Hold	3,684	–	–	0.05%	84
2021 Q4	$246K	Hold	3,684	–	–	0.05%	85
2021 Q3	$224K	Hold	3,684	–	–	0.04%	92
2021 Q2	$220K	Hold	3,684	–	–	0.04%	85
2021 Q1	$222K	Sell	3,684 -31	-0.8%	-$1.79K	0.05%	82
2020 Q4	$217K	Sell	3,715 -119	-3%	-$6.93K	0.05%	82
2020 Q3	$211K	Buy	+3,834	New	+$203K	0.05%	78
2020 Q2	–	Sell	-3,589	Closed	-$212K	–	84
2020 Q1	$212K	Hold	3,589	–	–	0.06%	75
2019 Q4	$212K	Buy	+3,589	New	+$218K	0.05%	77

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

Towercrest Capital Management's PEG Position: Q1 2026 in Review

Towercrest Capital Management held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 3,652 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #86.

Towercrest Capital Management first reported a position in PEG in Q4 2019 and has held it in 25 quarters since. The position peaked at $326K in Q3 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Towercrest Capital Management held 3,652 shares of Public Service Enterprise Group worth $296K as of Q1 2026.
Towercrest Capital Management left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.05% of Towercrest Capital Management's portfolio in Q1 2026, its #86 holding.
Towercrest Capital Management first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 25 quarters since.
Towercrest Capital Management's Public Service Enterprise Group position peaked at $326K in Q3 2024.
1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.