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Joel Greenblatt’s PEG Holdings & Trades

First Buy
Q1 2015
Duration Held
34 Quarters
Largest Add
Q2 2015
+211,307 Shares
Current Position
272,367 Shares
$21.87 M Value

Joel Greenblatt's PEG Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 272,367 shares of Public Service Enterprise Group Incorporated (PEG) worth $21.87 M, representing 0.08% of the portfolio. First purchased in 2015-Q1, this long-term strategic position has been held for 34 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in PEG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2015, adding 211,307 shares. Largest reduction occurred in Q3 2015, reducing 236,732 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Public Service Enterprise Group Incorporated (PEG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Public Service Enterprise Group Incorporated (PEG) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +88,400 Add 48.05% 272,367 $80.30
Q3 2025 +58,117 Add 46.18% 183,967 $83.46
Q2 2025 +40,947 Add 48.23% 125,850 $84.18
Q1 2025 -16,852 Reduce 16.56% 84,903 $82.30
Q4 2024 -1,451 Reduce 1.41% 101,755 $84.49
Q3 2024 -12,697 Reduce 10.95% 103,206 $89.21
Q2 2024 +34,296 Add 42.03% 115,903 $73.70
Q1 2024 +42,374 Add 108.01% 81,607 $66.78
Q4 2023 +146 Add 0.37% 39,233 $61.15
Q3 2023 -27,525 Reduce 41.32% 39,087 $56.91
Q2 2023 -73,154 Reduce 52.34% 66,612 $62.61
Q1 2023 +45,574 Add 48.38% 139,766 $62.45
Q4 2022 -30,835 Reduce 24.66% 94,192 $61.27
Q3 2022 -46,365 Reduce 27.05% 125,027 $56.23
Q2 2022 +171,392 New Buy 171,392 $63.28
Q1 2022 -3,032 Sold Out 0 $0.00
Q4 2021 -157,335 Reduce 98.11% 3,032 $66.62
Q3 2021 +146,196 Add 1031.66% 160,367 $60.90
Q2 2021 +5,535 Add 64.09% 14,171 $59.77
Q1 2021 -22,898 Reduce 72.61% 8,636 $60.21
Q4 2020 +7,417 Add 30.75% 31,534 $58.29
Q3 2020 -63,192 Reduce 72.38% 24,117 $54.90
Q2 2020 -43,396 Reduce 33.20% 87,309 $49.16
Q1 2020 +113,227 Add 647.83% 130,705 $44.91
Q4 2019 -34,413 Reduce 66.32% 17,478 $59.05
Q3 2019 +51,891 New Buy 51,891 $62.07
Q2 2019 -21,960 Sold Out 0 $0.00
Q1 2019 +21,960 New Buy 21,960 $59.43
Q4 2017 -69,462 Sold Out 0 $0.00
Q3 2017 +57,033 Add 458.87% 69,462 $46.26
Q2 2017 +12,429 New Buy 12,429 $43.04
Q3 2015 -236,732 Sold Out 0 $0.00
Q2 2015 +211,307 Add 831.10% 236,732 $39.28
Q1 2015 +25,425 New Buy 25,425 $41.93

Joel Greenblatt's Public Service Enterprise Group Incorporated Investment FAQs

Joel Greenblatt first purchased Public Service Enterprise Group Incorporated (PEG) in Q1 2015, acquiring 25,425 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Public Service Enterprise Group Incorporated (PEG) for 34 quarters since Q1 2015.

Joel Greenblatt's largest addition to Public Service Enterprise Group Incorporated (PEG) was in Q2 2015, adding 236,732 shares worth $9.3 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 272,367 shares of Public Service Enterprise Group Incorporated (PEG), valued at approximately $21.87 M.

As of the Q4 2025 filing, Public Service Enterprise Group Incorporated (PEG) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Public Service Enterprise Group Incorporated (PEG) was 272,367 shares, as reported at the end of Q4 2025.