Jones Financial Companies
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Jones Financial Companies’s Public Service Enterprise Group PEG Stock Holding History

Jones Financial Companies’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 		$3.99M Buy
47,829
+7,898
+20% +$631K ﹤0.01% 1288
2026
Q1 		$3.22M Buy
39,931
+24,033
+151% +$1.97M ﹤0.01% 1242
2025
Q4 		$1.28M Buy
15,898
+1,926
+14% +$157K ﹤0.01% 1139
2025
Q3 		$1.15M Buy
13,972
+3,213
+30% +$270K ﹤0.01% 1081
2025
Q2 		$899K Buy
10,759
+2,088
+24% +$168K ﹤0.01% 1045
2025
Q1 		$708K Buy
8,671
+2,637
+44% +$220K ﹤0.01% 994
2024
Q4 		$510K Buy
6,034
+1,856
+44% +$164K ﹤0.01% 992
2024
Q3 		$369K Buy
4,178
+2,354
+129% +$188K ﹤0.01% 933
2024
Q2 		$134K Buy
1,824
+1,366
+298% +$97.1K ﹤0.01% 948
2024
Q1 		$30.6K Sell
458
-529
-54% -$32.4K ﹤0.01% 819
2023
Q4 		$60.4K Buy
987
+610
+162% +$37.5K ﹤0.01% 444
2023
Q3 		$21.5K Sell
377
-145
-28% -$8.91K ﹤0.01% 423
2023
Q2 		$32.7K Sell
522
-560
-52% -$35K ﹤0.01% 389
2023
Q1 		$67.6K Buy
1,082
+16
+2% +$969 ﹤0.01% 334
2022
Q4 		$65K Buy
+1,066
New +$61.9K ﹤0.01% 330
2022
Q3 		– Sell
-165
Closed -$10K – 683
2022
Q2 		$10K Buy
+165
New +$11.2K ﹤0.01% 480
2022
Q1 		– Sell
-22
Closed -$1K – 802
2021
Q4 		$1K Hold
22
– – ﹤0.01% 738
2021
Q3 		$1K Hold
22
– – ﹤0.01% 638
2021
Q2 		$1K Buy
22
+4
+22% +$247 ﹤0.01% 621
2021
Q1 		$1K Sell
18
-56
-76% -$3.23K ﹤0.01% 770
2020
Q4 		$4K Buy
+74
New +$4.31K ﹤0.01% 530

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Jones Financial Companies's PEG Position: Q2 2026 in Review

Jones Financial Companies increased its Public Service Enterprise Group (PEG) stake by 20% in Q2 2026, buying an estimated $631K and bringing the position to 47,829 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Jones Financial Companies first reported a position in PEG in Q4 2020 and has held it in 21 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Jones Financial Companies held 47,829 shares of Public Service Enterprise Group worth $3.99M as of Q2 2026.
  • Jones Financial Companies bought 7,898 Public Service Enterprise Group shares in Q2 2026, an estimated $631K.
  • Public Service Enterprise Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1288 holding.
  • Jones Financial Companies first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 21 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.