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 Q3	$811K	Hold	12,042	–	–	0.21%	44
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Aware Super Sydney, Australia $7.51B AUM

Fiduciary Planning's PEG Position: Q3 2026 in Review

Fiduciary Planning held its Public Service Enterprise Group (PEG) position steady in Q3 2026 at 12,042 shares worth $811K. The position accounts for 0.21% of the portfolio, ranked #44.

Fiduciary Planning first reported a position in PEG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2024. 524 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Fiduciary Planning held 12,042 shares of Public Service Enterprise Group worth $811K as of Q3 2026.
Fiduciary Planning left its Public Service Enterprise Group share count unchanged in Q3 2026.
Public Service Enterprise Group made up 0.21% of Fiduciary Planning's portfolio in Q3 2026, its #44 holding.
Fiduciary Planning first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 14 quarters since.
Fiduciary Planning's Public Service Enterprise Group position peaked at $1.08M in Q3 2024.
524 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.