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Trivium Point Advisory’s Public Service Enterprise Group PEG Stock Holding History

Trivium Point Advisory’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 		$531K Buy
6,543
+355
+6% +$28.4K 0.05% 252
2026
Q1 		$501K Sell
6,188
-1,342
-18% -$110K 0.09% 189
2025
Q4 		$605K Sell
7,530
-2,888
-28% -$236K 0.06% 223
2025
Q3 		$869K Sell
10,418
-405
-4% -$34K 0.09% 193
2025
Q2 		$911K Sell
10,823
-873
-7% -$70.4K 0.1% 186
2025
Q1 		$963K Sell
11,696
-1,064
-8% -$88.8K 0.12% 168
2024
Q4 		$1.08M Buy
12,760
+374
+3% +$33.1K 0.14% 157
2024
Q3 		$1.08M Sell
12,386
-118
-0.9% -$9.42K 0.15% 157
2024
Q2 		$922K Buy
12,504
+1,069
+9% +$76K 0.14% 162
2024
Q1 		$764K Buy
11,435
+746
+7% +$45.7K 0.16% 128
2023
Q4 		$654K Buy
10,689
+2,020
+23% +$124K 0.16% 131
2023
Q3 		$481K Buy
+8,669
New +$533K 0.13% 146

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trivium Point Advisory's PEG Position: Q2 2026 in Review

Trivium Point Advisory increased its Public Service Enterprise Group (PEG) stake by 5.7% in Q2 2026, buying an estimated $28.4K and bringing the position to 6,543 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #252.

Trivium Point Advisory first reported a position in PEG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Trivium Point Advisory held 6,543 shares of Public Service Enterprise Group worth $531K as of Q2 2026.
  • Trivium Point Advisory bought 355 Public Service Enterprise Group shares in Q2 2026, an estimated $28.4K.
  • Public Service Enterprise Group made up 0.05% of Trivium Point Advisory's portfolio in Q2 2026, its #252 holding.
  • Trivium Point Advisory first reported a position in Public Service Enterprise Group in Q3 2023 and has held it in 12 quarters since.
  • Trivium Point Advisory's Public Service Enterprise Group position peaked at $1.08M in Q4 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.