COMPASS FINANCIAL MANAGEMENT LLC’s Public Service Enterprise Group PEG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$82.5K	Buy	+1,072	New	+$85.6K	0.01%	591

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC's PEG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 1,072 shares worth $82.5K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings.

1,034 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,072 shares of Public Service Enterprise Group worth $82.5K as of Q2 2026.
Public Service Enterprise Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Public Service Enterprise Group made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #591 holding.
1,034 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.