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

Fiduciary Planning’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	$977K	Hold	12,042	–	–	0.26%	38
2026 Q1	$975K	Hold	12,042	–	–	0.29%	37
2025 Q4	$967K	Hold	12,042	–	–	0.29%	36
2025 Q3	$1.01M	Hold	12,042	–	–	0.31%	37
2025 Q2	$1.01M	Hold	12,042	–	–	0.34%	37
2025 Q1	$991K	Sell	12,042 -28	-0.2%	-$2.34K	0.33%	35
2024 Q4	$1.02M	Hold	12,070	–	–	0.33%	37
2024 Q3	$1.08M	Hold	12,070	–	–	0.37%	33
2024 Q2	$890K	Buy	12,070 +4,282	+55%	+$304K	0.32%	34
2024 Q1	$520K	Buy	7,788 +806	+12%	+$49.4K	0.2%	42
2023 Q4	$427K	Buy	+6,982	New	+$429K	0.18%	41
2021 Q2	–	Sell	-390	Closed	-$23K	–	208
2021 Q1	$23K	Hold	390	–	–	0.03%	107
2020 Q4	$23K	Buy	+390	New	+$22.7K	0.03%	106

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

Fiduciary Planning's PEG Position: Q2 2026 in Review

Fiduciary Planning held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 12,042 shares worth $977K. The position accounts for 0.26% of the portfolio, ranked #38.

Fiduciary Planning first reported a position in PEG in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.08M in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Fiduciary Planning held 12,042 shares of Public Service Enterprise Group worth $977K as of Q2 2026.
Fiduciary Planning left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.26% of Fiduciary Planning's portfolio in Q2 2026, its #38 holding.
Fiduciary Planning first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 13 quarters since.
Fiduciary Planning's Public Service Enterprise Group position peaked at $1.08M in Q3 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.