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

Ethos 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
2026
Q2 		$234K Buy
3,010
+502
+20% +$40.1K 0.02% 529
2026
Q1 		$203K Sell
2,508
-106
-4% -$8.69K 0.01% 488
2025
Q4 		$210K Buy
2,614
+42
+2% +$3.43K 0.02% 467
2025
Q3 		$215K Sell
2,572
-21
-0.8% -$1.76K 0.02% 431
2025
Q2 		$218K Buy
2,593
+31
+1% +$2.5K 0.02% 405
2025
Q1 		$216K Hold
2,562
– – 0.02% 370
2024
Q4 		$216K Hold
2,562
– – 0.03% 267
2024
Q3 		$229K Sell
2,562
-3,836
-60% -$306K 0.04% 249
2024
Q2 		$472K Buy
+6,398
New +$455K 0.08% 143

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ethos Financial Group's PEG Position: Q2 2026 in Review

Ethos Financial Group increased its Public Service Enterprise Group (PEG) stake by 20% in Q2 2026, buying an estimated $40.1K and bringing the position to 3,010 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #529.

Ethos Financial Group first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $472K in Q2 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Ethos Financial Group held 3,010 shares of Public Service Enterprise Group worth $234K as of Q2 2026.
  • Ethos Financial Group bought 502 Public Service Enterprise Group shares in Q2 2026, an estimated $40.1K.
  • Public Service Enterprise Group made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #529 holding.
  • Ethos Financial Group first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • Ethos Financial Group's Public Service Enterprise Group position peaked at $472K in Q2 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.