Empire Financial Management Company’s Public Service Enterprise Group PEG Stock Holding History

Empire Financial Management Company’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	–	Sell	-41,416	Closed	-$3.35M	–	192
2026 Q1	$3.35M	Hold	41,416	–	–	0.76%	45
2025 Q4	$3.33M	Hold	41,416	–	–	0.72%	47
2025 Q3	$3.46M	Hold	41,416	–	–	0.79%	42
2025 Q2	$3.49M	Hold	41,416	–	–	1.01%	29
2025 Q1	$3.41M	Hold	41,416	–	–	1.05%	27
2024 Q4	$3.5M	Hold	41,416	–	–	1.09%	25
2024 Q3	$3.69M	Hold	41,416	–	–	1.14%	21
2024 Q2	$3.05M	Hold	41,416	–	–	1.01%	28
2024 Q1	$2.77M	Hold	41,416	–	–	0.91%	30
2023 Q4	$2.53M	Hold	41,416	–	–	0.99%	31
2023 Q3	$2.36M	Sell	41,416 -1,626	-4%	-$99.9K	1.03%	26
2023 Q2	$2.69M	Hold	43,042	–	–	1.07%	28
2023 Q1	$2.69M	Buy	+43,042	New	+$2.61M	1.1%	28

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Empire Financial Management Company's PEG Position: Q2 2026 in Review

Empire Financial Management Company sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 41,416 shares — an estimated $3.35M sold.

Empire Financial Management Company first reported a position in PEG in Q1 2023 and held it in 13 quarters. The position peaked at $3.69M in Q3 2024. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Empire Financial Management Company reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 41,416 Public Service Enterprise Group shares in Q2 2026, an estimated $3.35M.
Empire Financial Management Company first reported a position in Public Service Enterprise Group in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's Public Service Enterprise Group position peaked at $3.69M in Q3 2024.
1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.