BFA
PEG icon

Beaumont Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Beaumont Financial Advisors’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 		$211K Buy
2,600
+24
+0.9% +$1.92K 0.01% 359
2026
Q1 		$209K Sell
2,576
-148
-5% -$12.1K 0.01% 349
2025
Q4 		$219K Buy
+2,724
New +$222K 0.01% 350

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

Beaumont Financial Advisors's PEG Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Public Service Enterprise Group (PEG) stake by 0.93% in Q2 2026, buying an estimated $1.92K and bringing the position to 2,600 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #359.

Beaumont Financial Advisors first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Beaumont Financial Advisors held 2,600 shares of Public Service Enterprise Group worth $211K as of Q2 2026.
  • Beaumont Financial Advisors bought 24 Public Service Enterprise Group shares in Q2 2026, an estimated $1.92K.
  • Public Service Enterprise Group made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #359 holding.
  • Beaumont Financial Advisors first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Beaumont Financial Advisors's Public Service Enterprise Group position peaked at $219K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.