CPC
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Consolidated Planning Corp’s Public Service Enterprise Group PEG Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-14,092
Closed -$1.13M – 193
2025
Q4 		$1.13M Buy
14,092
+1,275
+10% +$104K 0.11% 122
2025
Q3 		$1.07M Sell
12,817
-6,477
-34% -$543K 0.11% 124
2025
Q2 		$1.62M Buy
19,294
+2,324
+14% +$187K 0.2% 95
2025
Q1 		$1.4M Buy
16,970
+11,377
+203% +$949K 0.19% 95
2024
Q4 		$473K Buy
5,593
+1,149
+26% +$102K 0.06% 133
2024
Q3 		$396K Buy
+4,444
New +$355K 0.06% 138
2021
Q4 		– Sell
-210
Closed -$13K – 341
2021
Q3 		$13K Buy
+210
New +$13.1K 0.01% 292

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Consolidated Planning Corp's PEG Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 14,092 shares — an estimated $1.13M sold.

Consolidated Planning Corp first reported a position in PEG in Q3 2021 and held it in 7 quarters. The position peaked at $1.62M in Q2 2025. 1,291 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 14,092 Public Service Enterprise Group shares in Q1 2026, an estimated $1.13M.
  • Consolidated Planning Corp first reported a position in Public Service Enterprise Group in Q3 2021 and held it in 7 quarters.
  • Consolidated Planning Corp's Public Service Enterprise Group position peaked at $1.62M in Q2 2025.
  • 1,291 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.