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

Delta 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
2025 Q1	$1.54M	Sell	18,503 -316	-2%	-$26.4K	0.35%	52
2024 Q4	$1.59M	Buy	+18,819	New	+$1.67M	0.37%	49
2024 Q2	–	Sell	-19,487	Closed	-$1.3M	–	197
2024 Q1	$1.3M	Sell	19,487 -210	-1%	-$12.9K	0.38%	50
2023 Q4	$1.2M	Sell	19,697 -24	-0.1%	-$1.48K	0.38%	49
2023 Q3	$1.12M	Buy	+19,721	New	+$1.21M	0.39%	48
2023 Q2	–	Sell	-19,277	Closed	-$1.2M	–	161
2023 Q1	$1.2M	Buy	19,277 +1,047	+6%	+$63.4K	0.47%	40
2022 Q4	$1.13M	Buy	+18,230	New	+$1.06M	0.5%	38

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Delta Financial Group's PEG Position: Q1 2025 in Review

Delta Financial Group reduced its Public Service Enterprise Group (PEG) stake by 1.7% in Q1 2025, selling an estimated $26.4K and leaving 18,503 shares worth $1.54M. The position accounts for 0.35% of the portfolio, ranked #52.

Delta Financial Group first reported a position in PEG in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

Delta Financial Group held 18,503 shares of Public Service Enterprise Group worth $1.54M as of Q1 2025.
Delta Financial Group sold 316 Public Service Enterprise Group shares in Q1 2025, an estimated $26.4K.
Public Service Enterprise Group made up 0.35% of Delta Financial Group's portfolio in Q1 2025, its #52 holding.
Delta Financial Group first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Public Service Enterprise Group position peaked at $1.59M in Q4 2024.
1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.