FC
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Financial Consulate’s Public Service Enterprise Group PEG Stock Holding History

Financial Consulate’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 		$78.7K Sell
973
-173
-15% -$14.2K 0.01% 245
2025
Q4 		$92K Buy
1,146
+1
+0.1% +$82 0.01% 247
2025
Q3 		$95.5K Buy
+1,145
New +$96K 0.01% 240

Other funds holding PEG

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Consulate's PEG Position: Q1 2026 in Review

Financial Consulate reduced its Public Service Enterprise Group (PEG) stake by 15% in Q1 2026, selling an estimated $14.2K and leaving 973 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #245.

Financial Consulate first reported a position in PEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $95.5K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Financial Consulate held 973 shares of Public Service Enterprise Group worth $78.7K as of Q1 2026.
  • Financial Consulate sold 173 Public Service Enterprise Group shares in Q1 2026, an estimated $14.2K.
  • Public Service Enterprise Group made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #245 holding.
  • Financial Consulate first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Public Service Enterprise Group position peaked at $95.5K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.