Asset Planning Inc
PEG icon

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
Q3 		$13.5K Hold
200
– – 0.01% 236
2026
Q2 		$16.2K Hold
200
– – 0.01% 227
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

Geode Capital Management
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Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Asset Planning Inc's PEG Position: Q3 2026 in Review

Asset Planning Inc held its Public Service Enterprise Group (PEG) position steady in Q3 2026 at 200 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #236.

Asset Planning Inc first reported a position in PEG in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.9K in Q4 2024. 719 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Asset Planning Inc held 200 shares of Public Service Enterprise Group worth $13.5K as of Q3 2026.
  • Asset Planning Inc left its Public Service Enterprise Group share count unchanged in Q3 2026.
  • Public Service Enterprise Group made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #236 holding.
  • Asset Planning Inc first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Public Service Enterprise Group position peaked at $16.9K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.