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

Grantvest Financial Group’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 		$207K Hold
2,546
– – 0.12% 186
2026
Q1 		$206K Sell
2,546
-50
-2% -$4.1K 0.13% 164
2025
Q4 		$208K Hold
2,596
– – 0.13% 160
2025
Q3 		$217K Buy
2,596
+50
+2% +$4.19K 0.15% 146
2025
Q2 		$214K Hold
2,546
– – 0.16% 132
2025
Q1 		$210K Hold
2,546
– – 0.17% 126
2024
Q4 		$215K Buy
+2,546
New +$225K 0.24% 114

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 $1.88T AUM 44.46% 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

Grantvest Financial Group's PEG Position: Q2 2026 in Review

Grantvest Financial Group held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 2,546 shares worth $207K. The position accounts for 0.12% of the portfolio, ranked #186.

Grantvest Financial Group first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $217K in Q3 2025. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Grantvest Financial Group held 2,546 shares of Public Service Enterprise Group worth $207K as of Q2 2026.
  • Grantvest Financial Group left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.12% of Grantvest Financial Group's portfolio in Q2 2026, its #186 holding.
  • Grantvest Financial Group first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's Public Service Enterprise Group position peaked at $217K in Q3 2025.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.