EPG
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Estate Planners Group’s Public Service Enterprise Group PEG Stock Holding History

Estate Planners 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
2026
Q1 		– Sell
-1,858
Closed -$149K – 317
2025
Q4 		$149K Buy
+1,858
New +$152K 0.06% 84

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State Street
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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

Estate Planners Group's PEG Position: Q1 2026 in Review

Estate Planners Group sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 1,858 shares — an estimated $149K sold.

Estate Planners Group first reported a position in PEG in Q4 2025 and held it in 1 quarter. The position peaked at $149K in Q4 2025. 1,289 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Estate Planners Group reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,858 Public Service Enterprise Group shares in Q1 2026, an estimated $149K.
  • Estate Planners Group first reported a position in Public Service Enterprise Group in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Public Service Enterprise Group position peaked at $149K in Q4 2025.
  • 1,289 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.