Fiduciary Group’s Public Service Enterprise Group PEG Stock Holding History

Fiduciary 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	$437K	Sell	5,401 -329	-6%	-$27K	0.04%	225
2025 Q4	$460K	Hold	5,730	–	–	0.04%	216
2025 Q3	$478K	Hold	5,730	–	–	0.04%	209
2025 Q2	$482K	Hold	5,730	–	–	0.05%	201
2025 Q1	$472K	Sell	5,730 -35	-0.6%	-$2.92K	0.05%	200
2024 Q4	$487K	Sell	5,765 -14	-0.2%	-$1.24K	0.05%	194
2024 Q3	$516K	Buy	5,779 +14	+0.2%	+$1.12K	0.05%	190
2024 Q2	$425K	Hold	5,765	–	–	0.05%	201
2024 Q1	$385K	Sell	5,765 -40	-0.7%	-$2.45K	0.04%	209
2023 Q4	$355K	Sell	5,805 -165	-3%	-$10.1K	0.04%	208
2023 Q3	$340K	Hold	5,970	–	–	0.04%	191
2023 Q2	$374K	Hold	5,970	–	–	0.05%	186
2023 Q1	$373K	Hold	5,970	–	–	0.05%	183
2022 Q4	$366K	Hold	5,970	–	–	0.05%	178
2022 Q3	$355K	Buy	5,970 +40	+0.7%	+$2.58K	0.05%	179
2022 Q2	$395K	Buy	+5,930	New	+$403K	0.05%	175

Other funds holding PEG

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 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fiduciary Group's PEG Position: Q1 2026 in Review

Fiduciary Group reduced its Public Service Enterprise Group (PEG) stake by 5.7% in Q1 2026, selling an estimated $27K and leaving 5,401 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #225.

Fiduciary Group first reported a position in PEG in Q2 2022 and has held it in 16 quarters since. The position peaked at $516K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Fiduciary Group held 5,401 shares of Public Service Enterprise Group worth $437K as of Q1 2026.
Fiduciary Group sold 329 Public Service Enterprise Group shares in Q1 2026, an estimated $27K.
Public Service Enterprise Group made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #225 holding.
Fiduciary Group first reported a position in Public Service Enterprise Group in Q2 2022 and has held it in 16 quarters since.
Fiduciary Group's Public Service Enterprise Group position peaked at $516K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

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