Birch Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Birch Financial Group’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	$235K	Sell	2,893 -1	-0%	-$80	0.12%	119
2026 Q1	$234K	Buy	2,894 +21	+0.7%	+$1.72K	0.14%	121
2025 Q4	$231K	Buy	2,873 +57	+2%	+$4.65K	0.13%	121
2025 Q3	$235K	Sell	2,816 -23	-0.8%	-$1.93K	0.14%	109
2025 Q2	$239K	Buy	2,839 +35	+1%	+$2.82K	0.19%	96
2025 Q1	$231K	Buy	2,804 +386	+16%	+$32.2K	0.21%	92
2024 Q4	$204K	Buy	+2,418	New	+$214K	0.23%	82

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Birch Financial Group's PEG Position: Q2 2026 in Review

Birch Financial Group reduced its Public Service Enterprise Group (PEG) stake by 0.03% in Q2 2026, selling an estimated $80 and leaving 2,893 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #119.

Birch Financial Group first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $239K in Q2 2025. 768 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Birch Financial Group held 2,893 shares of Public Service Enterprise Group worth $235K as of Q2 2026.
Birch Financial Group sold 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
Public Service Enterprise Group made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #119 holding.
Birch Financial Group first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's Public Service Enterprise Group position peaked at $239K in Q2 2025.
768 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.