Trifecta Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Trifecta Capital Advisors’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	$325	Buy	+4	New	+$319	﹤0.01%	445
2025 Q4	–	Sell	-18	Closed	-$1.5K	–	401
2025 Q3	$1.5K	Hold	18	–	–	﹤0.01%	371
2025 Q2	$1.52K	Hold	18	–	–	﹤0.01%	376
2025 Q1	$1.48K	Hold	18	–	–	﹤0.01%	339
2024 Q4	$1.52K	Hold	18	–	–	﹤0.01%	333
2024 Q3	$1.61K	Hold	18	–	–	﹤0.01%	335
2024 Q2	$1.33K	Hold	18	–	–	﹤0.01%	354
2024 Q1	$1.2K	Hold	18	–	–	﹤0.01%	360
2023 Q4	$1.1K	Hold	18	–	–	﹤0.01%	389
2023 Q3	$1.02K	Hold	18	–	–	﹤0.01%	370
2023 Q2	$1.13K	Hold	18	–	–	﹤0.01%	363
2023 Q1	$1.13K	Hold	18	–	–	﹤0.01%	360
2022 Q4	$1.1K	Buy	+18	New	+$1.04K	﹤0.01%	369

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

Trifecta Capital Advisors's PEG Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 4 shares worth $325. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PEG as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in PEG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.61K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Trifecta Capital Advisors held 4 shares of Public Service Enterprise Group worth $325 as of Q2 2026.
Public Service Enterprise Group was a new Trifecta Capital Advisors position in Q2 2026.
Public Service Enterprise Group made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #445 holding.
Trifecta Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Public Service Enterprise Group position peaked at $1.61K in Q3 2024.
1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.