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BFC Planning, Inc.’s Public Service Enterprise Group PEG Stock Holding History

BFC Planning, Inc.’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 		$190K Sell
2,337
-678
-22% -$54.2K 0.01% 951
2026
Q1 		$244K Sell
3,015
-54
-2% -$4.43K 0.01% 804
2025
Q4 		$246K Sell
3,069
-106
-3% -$8.65K 0.01% 792
2025
Q3 		$265K Buy
3,175
+484
+18% +$40.6K 0.02% 567
2025
Q2 		$227K Sell
2,691
-130
-5% -$10.5K 0.02% 593
2025
Q1 		$232K Sell
2,821
-61
-2% -$5.09K 0.02% 551
2024
Q4 		$244K Buy
+2,882
New +$255K 0.02% 540

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BFC Planning, Inc.'s PEG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Public Service Enterprise Group (PEG) stake by 22% in Q2 2026, selling an estimated $54.2K and leaving 2,337 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #951.

BFC Planning, Inc. first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $265K in Q3 2025. 1,315 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • BFC Planning, Inc. held 2,337 shares of Public Service Enterprise Group worth $190K as of Q2 2026.
  • BFC Planning, Inc. sold 678 Public Service Enterprise Group shares in Q2 2026, an estimated $54.2K.
  • Public Service Enterprise Group made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #951 holding.
  • BFC Planning, Inc. first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Public Service Enterprise Group position peaked at $265K in Q3 2025.
  • 1,315 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.