FLP
PEG icon

Financial Life Planners’s Public Service Enterprise Group PEG Stock Holding History

Financial Life Planners’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 		$54.9K Buy
676
+1
+0.1% +$80 0.04% 116
2026
Q1 		$54.6K Buy
+675
New +$55.3K 0.04% 112
2025
Q4 		– Sell
-672
Closed -$56.1K – 250
2025
Q3 		$56.1K Buy
+672
New +$56.4K 0.04% 117
2025
Q1 		– Sell
-668
Closed -$56.5K – 289
2024
Q4 		$56.5K Buy
+668
New +$59.1K 0.05% 107

Other funds holding PEG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Planners's PEG Position: Q2 2026 in Review

Financial Life Planners increased its Public Service Enterprise Group (PEG) stake by 0.15% in Q2 2026, buying an estimated $80 and bringing the position to 676 shares worth $54.9K. The position accounts for 0.04% of the portfolio, ranked #116.

Financial Life Planners first reported a position in PEG in Q4 2024 and has held it in 4 quarters since. The position peaked at $56.5K in Q4 2024. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Financial Life Planners held 676 shares of Public Service Enterprise Group worth $54.9K as of Q2 2026.
  • Financial Life Planners bought 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
  • Public Service Enterprise Group made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #116 holding.
  • Financial Life Planners first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Public Service Enterprise Group position peaked at $56.5K in Q4 2024.
  • 551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.