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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Asset Planning Inc's PEG Position: Q2 2026 in Review

Asset Planning Inc held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 200 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #227.

Asset Planning Inc first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.9K in Q4 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Asset Planning Inc held 200 shares of Public Service Enterprise Group worth $16.2K as of Q2 2026.
  • Asset Planning Inc left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #227 holding.
  • Asset Planning Inc first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Public Service Enterprise Group position peaked at $16.9K in Q4 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.