Action Point Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Action Point Financial Planning’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	$18.2K	Buy	+231	New	+$18.5K	﹤0.01%	1166

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Action Point Financial Planning's PEG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 231 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Action Point Financial Planning held 231 shares of Public Service Enterprise Group worth $18.2K as of Q2 2026.
Public Service Enterprise Group was a new Action Point Financial Planning position in Q2 2026.
Public Service Enterprise Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1166 holding.
1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.