Frank Rimerman Advisors’s Public Service Enterprise Group PEG Stock Holding History

Frank Rimerman Advisors’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	$531K	Buy	6,565 +33	+0.5%	+$2.71K	0.03%	363
2025 Q4	$525K	Buy	6,532 +49	+0.8%	+$4K	0.03%	371
2025 Q3	$541K	Sell	6,483 -87	-1%	-$7.3K	0.03%	350
2025 Q2	$553K	Sell	6,570 -115	-2%	-$9.28K	0.04%	326
2025 Q1	$550K	Buy	6,685 +163	+2%	+$13.6K	0.04%	292
2024 Q4	$551K	Hold	6,522	–	–	0.04%	287
2024 Q3	$582K	Buy	6,522 +30	+0.5%	+$2.39K	0.04%	303
2024 Q2	$478K	Buy	6,492 +6,461	+20,842%	+$459K	0.03%	348
2024 Q1	$2.07K	Hold	31	–	–	﹤0.01%	279
2023 Q4	$1.9K	Buy	+31	New	+$1.91K	﹤0.01%	268

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

Frank Rimerman Advisors's PEG Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Public Service Enterprise Group (PEG) stake by 0.51% in Q1 2026, buying an estimated $2.71K and bringing the position to 6,565 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #363.

Frank Rimerman Advisors first reported a position in PEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $582K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Frank Rimerman Advisors held 6,565 shares of Public Service Enterprise Group worth $531K as of Q1 2026.
Frank Rimerman Advisors bought 33 Public Service Enterprise Group shares in Q1 2026, an estimated $2.71K.
Public Service Enterprise Group made up 0.03% of Frank Rimerman Advisors's portfolio in Q1 2026, its #363 holding.
Frank Rimerman Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Public Service Enterprise Group position peaked at $582K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.