Financial Perspectives’s Public Service Enterprise Group PEG Stock Holding History

Financial Perspectives’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	$17K	Hold	209	–	–	﹤0.01%	477
2026 Q1	$16.9K	Hold	209	–	–	﹤0.01%	467
2025 Q4	$16.8K	Hold	209	–	–	﹤0.01%	458
2025 Q3	$17.4K	Hold	209	–	–	﹤0.01%	448
2025 Q2	$17.6K	Hold	209	–	–	0.01%	440
2025 Q1	$17.2K	Hold	209	–	–	0.01%	429
2024 Q4	$17.7K	Hold	209	–	–	0.01%	426
2024 Q3	$18.6K	Hold	209	–	–	0.01%	398
2024 Q2	$15.4K	Hold	209	–	–	0.01%	412
2024 Q1	$14K	Hold	209	–	–	0.01%	428
2023 Q4	$12.8K	Hold	209	–	–	0.01%	442
2023 Q3	$11.9K	Hold	209	–	–	0.01%	426
2023 Q2	$13.1K	Hold	209	–	–	0.01%	421
2023 Q1	$13.1K	Hold	209	–	–	0.01%	414
2022 Q4	$12.8K	Hold	209	–	–	0.01%	411
2022 Q3	$11.8K	Hold	209	–	–	0.01%	417
2022 Q2	$13.2K	Hold	209	–	–	0.01%	402
2022 Q1	$14.6K	Hold	209	–	–	0.01%	412
2021 Q4	$13.9K	Hold	209	–	–	0.01%	408
2021 Q3	$12.7K	Hold	209	–	–	0.01%	416
2021 Q2	$12.5K	Sell	209 -12,375	-98%	-$765K	0.01%	445
2021 Q1	$209K	Buy	12,584 +12,375	+5,921%	+$714K	0.01%	397
2020 Q4	$12.2K	Hold	209	–	–	0.01%	389
2020 Q3	$11.5K	Hold	209	–	–	0.01%	357
2020 Q2	$10.3K	Hold	209	–	–	0.01%	346
2020 Q1	$9.39K	Hold	209	–	–	0.01%	330
2019 Q4	$12.3K	Buy	+209	New	+$12.7K	0.01%	307

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Financial Perspectives's PEG Position: Q2 2026 in Review

Financial Perspectives held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 209 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Financial Perspectives first reported a position in PEG in Q4 2019 and has held it in 27 quarters since. The position peaked at $209K in Q1 2021. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Financial Perspectives held 209 shares of Public Service Enterprise Group worth $17K as of Q2 2026.
Financial Perspectives left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #477 holding.
Financial Perspectives first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Public Service Enterprise Group position peaked at $209K in Q1 2021.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.