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Blom & Howell Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Blom & Howell Financial Planning’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 		$301K Sell
3,705
-75
-2% -$5.99K 0.25% 50
2026
Q1 		$306K Hold
3,780
– – 0.3% 45
2025
Q4 		$304K Buy
+3,780
New +$308K 0.3% 48

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

Blom & Howell Financial Planning's PEG Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Public Service Enterprise Group (PEG) stake by 2% in Q2 2026, selling an estimated $5.99K and leaving 3,705 shares worth $301K. The position accounts for 0.25% of the portfolio, ranked #50.

Blom & Howell Financial Planning first reported a position in PEG in Q4 2025 and has held it in 3 quarters since. The position peaked at $306K in Q1 2026. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Blom & Howell Financial Planning held 3,705 shares of Public Service Enterprise Group worth $301K as of Q2 2026.
  • Blom & Howell Financial Planning sold 75 Public Service Enterprise Group shares in Q2 2026, an estimated $5.99K.
  • Public Service Enterprise Group made up 0.25% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #50 holding.
  • Blom & Howell Financial Planning first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Public Service Enterprise Group position peaked at $306K in Q1 2026.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.