Virtus Investment Advisers’s Public Service Enterprise Group PEG Stock Holding History

Virtus Investment Advisers’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 Q2	–	Sell	-17,380	Closed	-$1.43M	–	479
2025 Q1	$1.43M	Buy	+17,380	New	+$1.45M	0.39%	51
2017 Q4	–	Sell	-30,318	Closed	-$1.4M	–	526
2017 Q3	$1.4M	Sell	30,318 -4,688	-13%	-$212K	0.15%	184
2017 Q2	$1.51M	Buy	35,006 +21,859	+166%	+$966K	0.15%	181
2017 Q1	$583K	Sell	13,147 -25,601	-66%	-$1.13M	0.05%	311
2016 Q4	$1.7M	Sell	38,748 -56,299	-59%	-$2.35M	0.13%	200
2016 Q3	$3.98M	Buy	+95,047	New	+$4.19M	0.25%	131

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Virtus Investment Advisers's PEG Position: Q2 2025 in Review

Virtus Investment Advisers sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 17,380 shares — an estimated $1.43M sold.

Virtus Investment Advisers first reported a position in PEG in Q3 2016 and held it in 6 quarters. The position peaked at $3.98M in Q3 2016. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

Virtus Investment Advisers reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
Virtus Investment Advisers sold 17,380 Public Service Enterprise Group shares in Q2 2025, an estimated $1.43M.
Virtus Investment Advisers first reported a position in Public Service Enterprise Group in Q3 2016 and held it in 6 quarters.
Virtus Investment Advisers's Public Service Enterprise Group position peaked at $3.98M in Q3 2016.
1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Virtus Investment Advisers's 13F filing for Q2 2025, filed 13 Aug 2025.