Financial Advisory Partners’s Public Service Enterprise Group PEG Stock Holding History

Financial Advisory Partners’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	$582K	Sell	7,176 -162	-2%	-$12.9K	0.15%	58
2026 Q1	$594K	Sell	7,338 -115	-2%	-$9.43K	0.17%	55
2025 Q4	$599K	Sell	7,453 -133	-2%	-$10.8K	0.17%	55
2025 Q3	$633K	Sell	7,586 -143	-2%	-$12K	0.18%	55
2025 Q2	$651K	Sell	7,729 -420	-5%	-$33.9K	0.2%	53
2025 Q1	$671K	Sell	8,149 -970	-11%	-$80.9K	0.22%	53
2024 Q4	$771K	Sell	9,119 -30	-0.3%	-$2.65K	0.26%	53
2024 Q3	$816K	Sell	9,149 -284	-3%	-$22.7K	0.27%	52
2024 Q2	$695K	Sell	9,433 -1,405	-13%	-$99.8K	0.26%	52
2024 Q1	$724K	Sell	10,838 -667	-6%	-$40.8K	0.28%	52
2023 Q4	$704K	Sell	11,505 -230	-2%	-$14.1K	0.26%	53
2023 Q3	$668K	Sell	11,735 -687	-6%	-$42.2K	0.27%	55
2023 Q2	$778K	Sell	12,422 -30	-0.2%	-$1.87K	0.3%	54
2023 Q1	$778K	Sell	12,452 -99	-0.8%	-$6K	0.31%	54
2022 Q4	$769K	Sell	12,551 -642	-5%	-$37.3K	0.32%	55
2022 Q3	$742K	Buy	13,193 +321	+2%	+$20.7K	0.32%	54
2022 Q2	$815K	Sell	12,872 -867	-6%	-$58.9K	0.34%	55
2022 Q1	$962K	Sell	13,739 -25	-0.2%	-$1.66K	0.36%	57
2021 Q4	$919K	Buy	+13,764	New	+$871K	0.34%	56

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

Financial Advisory Partners's PEG Position: Q2 2026 in Review

Financial Advisory Partners reduced its Public Service Enterprise Group (PEG) stake by 2.2% in Q2 2026, selling an estimated $12.9K and leaving 7,176 shares worth $582K. The position accounts for 0.15% of the portfolio, ranked #58.

Financial Advisory Partners first reported a position in PEG in Q4 2021 and has held it in 19 quarters since. The position peaked at $962K in Q1 2022. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Financial Advisory Partners held 7,176 shares of Public Service Enterprise Group worth $582K as of Q2 2026.
Financial Advisory Partners sold 162 Public Service Enterprise Group shares in Q2 2026, an estimated $12.9K.
Public Service Enterprise Group made up 0.15% of Financial Advisory Partners's portfolio in Q2 2026, its #58 holding.
Financial Advisory Partners first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's Public Service Enterprise Group position peaked at $962K in Q1 2022.
1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.