MRA Advisory Group PEG PUBLIC SVC ENTERPRISE GRP IN

Ownership history in MRA Advisory Group  ·  22 quarters on record

AI Ownership Summary

MRA Advisory Group reported PUBLIC SVC ENTERPRISE GRP IN (PEG) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2024 Q3. The latest visible filing shows PEG at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MRA Advisory Group's position in PUBLIC SVC ENTERPRISE GRP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PEG was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MRA Advisory Group held PEG — position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,541 +9 +0.1% 0.41% $1.0M 2026-04-22 $78.51
2025 Q4 REDUCED 12,532 -1 -0.0% 0.42% $1.0M 2026-01-16 $78.79
2025 Q3 ADDED 12,533 +15 +0.1% 0.46% $1.0M 2025-11-07 $81.99
2025 Q2 UNCHANGED 12,518 0% 0.49% $1.1M 2025-07-08 $79.68
2025 Q1 UNCHANGED 12,518 0% 0.55% $1.0M 2025-04-11 $79.57
2024 Q4 UNCHANGED 12,518 0% 0.56% $1.1M 2025-01-14 $81.75
2024 Q3 UNCHANGED 12,518 0% 0.61% $1.1M 2024-10-04 $87.84
2024 Q2 UNCHANGED 12,518 0% 0.53% $923K 2024-08-06 $74.29
2024 Q1 REDUCED 12,518 -524 -4.0% 0.50% $836K 2024-05-03 $66.20
2023 Q4 REDUCED 11.3% +10.0% 13,042 -1,654 -11.3% 0.53% $798K 2024-02-12 $55.24
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MRA Advisory Group and PEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MRA Advisory Group reported owning PEG?

MRA Advisory Group reported PEG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PEG position in MRA Advisory Group's portfolio?

The largest reported portfolio weight for PEG was 0.61% in 2024 Q3.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2026 Q1, when MRA Advisory Group reported 12,541 shares, equal to 0.41% of portfolio, with an estimated market value of $1.0M.

What does the chart on this PEG ownership page compare?

The chart compares MRA Advisory Group's quarterly PEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MRA Advisory Group time their PEG position?

Based on 13F filing dates vs. subsequent PEG price moves, MRA Advisory Group correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on PEG relative to SPY over the holding period was -4.0%.

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