PEG — PUBLIC SVC ENTERPRISE GRP IN

Ownership history in Diversify Advisory Services, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in PUBLIC SVC ENTERPRISE GRP IN (PEG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.02%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,253 -390 -8.4% 0.01% $346K $82.14
2025 Q2 ADDED 4,643 +874 +23.2% 0.02% $408K $82.19
2025 Q1 INITIATED 3,769 — — 0.02% $308K $79.73
% of Fund (quarterly)    PEG price (monthly, adj. close)

Other funds also holding PEG

As of 2025 Q4 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 11.74% Alta Fundamental Advisers LLC 3Y 7Y 4.48% Hamlin Capital Management, LLC 3Y 7Y 4.4% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 3.93% SOUND SHORE MANAGEMENT INC /CT/ 3Y 7Y 3.48% Ausbil Investment Management Ltd 3Y 3.44% Aventail Capital Group, LP 3Y 3.3% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 3.14% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 2.29% Westwood Wealth Management 3Y 1.72%
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