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Vision Retirement’s Public Service Enterprise Group PEG Stock Holding History

Vision Retirement’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 		$1.42M Sell
17,512
-404
-2% -$32.3K 0.34% 52
2026
Q1 		$1.45M Sell
17,916
-244
-1% -$20K 0.41% 46
2025
Q4 		$1.46M Buy
+18,160
New +$1.48M 0.39% 50

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
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
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

Vision Retirement's PEG Position: Q2 2026 in Review

Vision Retirement reduced its Public Service Enterprise Group (PEG) stake by 2.3% in Q2 2026, selling an estimated $32.3K and leaving 17,512 shares worth $1.42M. The position accounts for 0.34% of the portfolio, ranked #52.

Vision Retirement first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 1,248 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Vision Retirement held 17,512 shares of Public Service Enterprise Group worth $1.42M as of Q2 2026.
  • Vision Retirement sold 404 Public Service Enterprise Group shares in Q2 2026, an estimated $32.3K.
  • Public Service Enterprise Group made up 0.34% of Vision Retirement's portfolio in Q2 2026, its #52 holding.
  • Vision Retirement first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Public Service Enterprise Group position peaked at $1.46M in Q4 2025.
  • 1,248 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.