CFFP
PEG icon

Center for Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Center for 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 		$38.1K Sell
469
-598
-56% -$47.8K ﹤0.01% 360
2026
Q1 		$86.4K Sell
1,067
-52
-5% -$4.26K 0.01% 248
2025
Q4 		$89.9K Sell
1,119
-4,325
-79% -$353K 0.01% 242
2025
Q3 		$454K Buy
5,444
+462
+9% +$38.8K 0.05% 120
2025
Q2 		$419K Buy
4,982
+288
+6% +$23.2K 0.05% 115
2025
Q1 		$386K Buy
4,694
+568
+14% +$47.4K 0.05% 111
2024
Q4 		$349K Buy
4,126
+120
+3% +$10.6K 0.05% 117
2024
Q3 		$357K Buy
4,006
+71
+2% +$5.67K 0.05% 113
2024
Q2 		$290K Buy
3,935
+3,705
+1,611% +$263K 0.04% 122
2024
Q1 		$15.4K Sell
230
-100
-30% -$6.12K ﹤0.01% 348
2023
Q4 		$20.2K Buy
330
+100
+43% +$6.14K ﹤0.01% 311
2023
Q3 		$13.1K Buy
+230
New +$14.1K ﹤0.01% 329
2023
Q2 		– Sell
-300
Closed -$18.7K – 583
2023
Q1 		$18.7K Buy
+300
New +$18.2K ﹤0.01% 296

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Center for Financial Planning's PEG Position: Q2 2026 in Review

Center for Financial Planning reduced its Public Service Enterprise Group (PEG) stake by 56% in Q2 2026, selling an estimated $47.8K and leaving 469 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Center for Financial Planning first reported a position in PEG in Q1 2023 and has held it in 13 quarters since. The position peaked at $454K in Q3 2025. 363 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Center for Financial Planning held 469 shares of Public Service Enterprise Group worth $38.1K as of Q2 2026.
  • Center for Financial Planning sold 598 Public Service Enterprise Group shares in Q2 2026, an estimated $47.8K.
  • Public Service Enterprise Group made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #360 holding.
  • Center for Financial Planning first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 13 quarters since.
  • Center for Financial Planning's Public Service Enterprise Group position peaked at $454K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.