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BankPlus Trust Department’s Public Service Enterprise Group PEG Stock Holding History

BankPlus Trust Department’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 		– Sell
-72
Closed -$5.83K – 484
2026
Q1 		$5.83K Hold
72
– – ﹤0.01% 398
2025
Q4 		$5.78K Sell
72
-178
-71% -$14.5K ﹤0.01% 398
2025
Q3 		$20.9K Hold
250
– – 0.01% 316
2025
Q2 		$21K Hold
250
– – 0.01% 304
2025
Q1 		$20.6K Hold
250
– – 0.01% 304
2024
Q4 		$21.1K Buy
+250
New +$22.1K 0.01% 290

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's PEG Position: Q2 2026 in Review

BankPlus Trust Department sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 72 shares — an estimated $5.83K sold.

BankPlus Trust Department first reported a position in PEG in Q4 2024 and held it in 6 quarters. The position peaked at $21.1K in Q4 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • BankPlus Trust Department reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 72 Public Service Enterprise Group shares in Q2 2026, an estimated $5.83K.
  • BankPlus Trust Department first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 6 quarters.
  • BankPlus Trust Department's Public Service Enterprise Group position peaked at $21.1K in Q4 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.