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Asset Planning Inc’s Public Service Enterprise Group PEG Stock Holding History

Asset Planning Inc’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
Q1 		$16.2K Hold
200
– – 0.01% 215
2025
Q4 		$16.1K Hold
200
– – 0.01% 214
2025
Q3 		$16.7K Hold
200
– – 0.01% 215
2025
Q2 		$16.8K Hold
200
– – 0.01% 210
2025
Q1 		$16.5K Hold
200
– – 0.01% 218
2024
Q4 		$16.9K Buy
+200
New +$17.7K 0.01% 217

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Asset Planning Inc's PEG Position: Q1 2026 in Review

Asset Planning Inc held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 200 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #215.

Asset Planning Inc first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.9K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Asset Planning Inc held 200 shares of Public Service Enterprise Group worth $16.2K as of Q1 2026.
  • Asset Planning Inc left its Public Service Enterprise Group share count unchanged in Q1 2026.
  • Public Service Enterprise Group made up 0.01% of Asset Planning Inc's portfolio in Q1 2026, its #215 holding.
  • Asset Planning Inc first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's Public Service Enterprise Group position peaked at $16.9K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.