Waterloo Capital’s Public Service Enterprise Group PEG Stock Holding History

Waterloo Capital’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	$226K	Buy	+2,788	New	+$223K	0.01%	521

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Waterloo Capital's PEG Position: Q2 2026 in Review

Waterloo Capital opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 2,788 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #521 among its holdings.

1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Waterloo Capital held 2,788 shares of Public Service Enterprise Group worth $226K as of Q2 2026.
Public Service Enterprise Group was a new Waterloo Capital position in Q2 2026.
Public Service Enterprise Group made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #521 holding.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.