Keener Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-332	Closed	-$27K	–	154
2025 Q3	$27K	Hold	332	–	–	0.01%	123
2025 Q2	$27K	Buy	+332	New	+$26.8K	0.01%	121
2025 Q1	–	Sell	-332	Closed	-$28K	–	191
2024 Q4	$28K	Hold	332	–	–	0.02%	107
2024 Q3	$29K	Hold	332	–	–	0.02%	100
2024 Q2	$24K	Hold	332	–	–	0.02%	109
2024 Q1	$23K	Hold	332	–	–	0.02%	118
2023 Q4	$20K	Buy	+332	New	+$20.4K	0.02%	125

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Keener Financial Planning's PEG Position: Q4 2025 in Review

Keener Financial Planning sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 332 shares — an estimated $27K sold.

Keener Financial Planning first reported a position in PEG in Q4 2023 and held it in 7 quarters. The position peaked at $29K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Keener Financial Planning reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 332 Public Service Enterprise Group shares in Q4 2025, an estimated $27K.
Keener Financial Planning first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 7 quarters.
Keener Financial Planning's Public Service Enterprise Group position peaked at $29K in Q3 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.