EFS
PEG icon

Essex Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Essex Financial Services’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 		$488K Sell
6,022
-288
-5% -$23.6K 0.03% 462
2025
Q4 		$507K Sell
6,310
-89
-1% -$7.26K 0.03% 437
2025
Q3 		$534K Sell
6,399
-111
-2% -$9.31K 0.03% 409
2025
Q2 		$548K Buy
6,510
+469
+8% +$37.8K 0.04% 390
2025
Q1 		$497K Sell
6,041
-411
-6% -$34.3K 0.04% 382
2024
Q4 		$545K Buy
6,452
+765
+13% +$67.7K 0.04% 361
2024
Q3 		$511K Sell
5,687
-1,866
-25% -$149K 0.04% 373
2024
Q2 		$599K Buy
7,553
+1,267
+20% +$90K 0.04% 338
2024
Q1 		$420K Buy
6,286
+340
+6% +$20.8K 0.04% 358
2023
Q4 		$364K Buy
5,946
+9
+0.2% +$553 0.04% 359
2023
Q3 		$338K Hold
5,937
– – 0.04% 353
2023
Q2 		$372K Sell
5,937
-9
-0.2% -$562 0.04% 326
2023
Q1 		$371K Buy
5,946
+9
+0.2% +$545 0.04% 337
2022
Q4 		$363K Buy
5,937
+13
+0.2% +$755 0.04% 334
2022
Q3 		$333K Sell
5,924
-891
-13% -$57.4K 0.04% 322
2022
Q2 		$431K Sell
6,815
-10
-0.1% -$680 0.05% 295
2022
Q1 		$478K Sell
6,825
-14
-0.2% -$927 0.05% 300
2021
Q4 		$456K Buy
6,839
+2,555
+60% +$162K 0.05% 302
2021
Q3 		$261K Buy
4,284
+329
+8% +$20.5K 0.03% 374
2021
Q2 		$238K Hold
3,955
– – 0.03% 388
2021
Q1 		$238K Buy
3,955
+96
+2% +$5.54K 0.04% 311
2020
Q4 		$225K Hold
3,859
– – 0.04% 292
2020
Q3 		$212K Buy
+3,859
New +$204K 0.05% 253
2020
Q1 		– Sell
-3,659
Closed -$216K – 270
2019
Q4 		$216K Sell
3,659
-200
-5% -$12.1K 0.06% 243
2019
Q3 		$240K Sell
3,859
-701
-15% -$41.9K 0.08% 214
2019
Q2 		$268K Sell
4,560
-13
-0.3% -$774 0.08% 196
2019
Q1 		$272K Buy
4,573
+2
+0% +$112 0.08% 185
2018
Q4 		$238K Buy
4,571
+1
+0% +$54 0.07% 209
2018
Q3 		$241K Buy
4,570
+2
+0% +$104 0.05% 249
2018
Q2 		$247K Buy
4,568
+4
+0.1% +$206 0.06% 231
2018
Q1 		$229K Hold
4,564
– – 0.04% 307
2017
Q4 		$235K Buy
4,564
+2
+0% +$101 0.06% 246
2017
Q3 		$211K Sell
4,562
-437
-9% -$19.8K 0.05% 254
2017
Q2 		$215K Buy
4,999
+2
+0% +$88 0.05% 321
2017
Q1 		$222K Buy
4,997
+2
+0% +$88 0.05% 292
2016
Q4 		$219K Sell
4,995
-5
-0.1% -$209 0.05% 293
2016
Q3 		$209K Sell
5,000
-775
-13% -$34.1K 0.05% 285
2016
Q2 		$269K Hold
5,775
– – 0.07% 252
2016
Q1 		$272K Hold
5,775
– – 0.07% 251
2015
Q4 		$223K Buy
5,775
+790
+16% +$31.7K 0.05% 278
2015
Q3 		$210K Buy
+4,985
New +$203K 0.05% 292
2015
Q2 		– Sell
-5,135
Closed -$215K – 336
2015
Q1 		$215K Sell
5,135
-400
-7% -$16.7K 0.06% 293
2014
Q4 		$229K Buy
5,535
+150
+3% +$6.04K 0.06% 280
2014
Q3 		$201K Sell
5,385
-250
-4% -$9.24K 0.06% 282
2014
Q2 		$230K Hold
5,635
– – 0.07% 263
2014
Q1 		$215K Buy
+5,635
New +$195K 0.07% 260
2013
Q4 		– Sell
-6,177
Closed -$203 – 295
2013
Q3 		$203 Sell
6,177
-200
-3% -$6.62K 0.06% 246
2013
Q2 		$208K Buy
+6,377
New +$218K 0.07% 244

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Essex Financial Services's PEG Position: Q1 2026 in Review

Essex Financial Services reduced its Public Service Enterprise Group (PEG) stake by 4.6% in Q1 2026, selling an estimated $23.6K and leaving 6,022 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #462.

Essex Financial Services first reported a position in PEG in Q2 2013 and has held it in 48 quarters since. The position peaked at $599K in Q2 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Essex Financial Services held 6,022 shares of Public Service Enterprise Group worth $488K as of Q1 2026.
  • Essex Financial Services sold 288 Public Service Enterprise Group shares in Q1 2026, an estimated $23.6K.
  • Public Service Enterprise Group made up 0.03% of Essex Financial Services's portfolio in Q1 2026, its #462 holding.
  • Essex Financial Services first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 48 quarters since.
  • Essex Financial Services's Public Service Enterprise Group position peaked at $599K in Q2 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.