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 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 $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 Planning's PEG Position: Q1 2026 in Review

Fiduciary Planning held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 12,042 shares worth $975K. The position accounts for 0.29% of the portfolio, ranked #37.

Fiduciary Planning first reported a position in PEG in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Fiduciary Planning held 12,042 shares of Public Service Enterprise Group worth $975K as of Q1 2026.
Fiduciary Planning left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.29% of Fiduciary Planning's portfolio in Q1 2026, its #37 holding.
Fiduciary Planning first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 12 quarters since.
Fiduciary Planning's Public Service Enterprise Group position peaked at $1.08M in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.