Key Financial Inc
PEG icon

Key Financial Inc’s Public Service Enterprise Group PEG Stock Holding History

Key Financial 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
Q3 		$354K Hold
5,263
– – 0.06% 223
2026
Q2 		$427K Buy
5,263
+42
+0.8% +$3.36K 0.07% 208
2026
Q1 		$423K Hold
5,221
– – 0.08% 202
2025
Q4 		$419K Buy
5,221
+133
+3% +$10.8K 0.08% 197
2025
Q3 		$420K Buy
5,088
+2,625
+107% +$220K 0.08% 192
2025
Q2 		$207K Sell
2,463
-4,611
-65% -$372K 0.04% 275
2025
Q1 		$582K Hold
7,074
– – 0.13% 142
2024
Q4 		$598K Hold
7,074
– – 0.14% 133
2024
Q3 		$631K Buy
7,074
+4,620
+188% +$369K 0.14% 132
2024
Q2 		$181K Sell
2,454
-4,611
-65% -$328K 0.04% 257
2024
Q1 		$472K Hold
7,065
– – 0.12% 141
2023
Q4 		$432K Buy
7,065
+4,611
+188% +$283K 0.12% 143
2023
Q3 		$140K Hold
2,454
– – 0.05% 242
2023
Q2 		$154K Hold
2,454
– – 0.05% 236
2023
Q1 		$153K Hold
2,454
– – 0.06% 232
2022
Q4 		$138K Hold
2,454
– – 0.07% 210
2022
Q3 		$138K Hold
2,454
– – 0.06% 212
2022
Q2 		$159K Buy
2,454
+219
+10% +$14.9K 0.09% 177
2022
Q1 		$156K Hold
2,235
– – 0.08% 195
2021
Q4 		$149K Sell
2,235
-100
-4% -$6.33K 0.07% 178
2021
Q3 		$142K Hold
2,335
– – 0.08% 180
2021
Q2 		$145K Hold
2,335
– – 0.08% 182
2021
Q1 		$141K Hold
2,335
– – 0.09% 166
2020
Q4 		$136K Buy
+2,335
New +$136K 0.1% 155
2020
Q2 		– Sell
-2,242
Closed -$100K – 468
2020
Q1 		$100K Buy
+2,242
New +$121K 0.1% 156

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Key Financial Inc's PEG Position: Q3 2026 in Review

Key Financial Inc held its Public Service Enterprise Group (PEG) position steady in Q3 2026 at 5,263 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #223.

Key Financial Inc first reported a position in PEG in Q1 2020 and has held it in 25 quarters since. The position peaked at $631K in Q3 2024. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Key Financial Inc held 5,263 shares of Public Service Enterprise Group worth $354K as of Q3 2026.
  • Key Financial Inc left its Public Service Enterprise Group share count unchanged in Q3 2026.
  • Public Service Enterprise Group made up 0.06% of Key Financial Inc's portfolio in Q3 2026, its #223 holding.
  • Key Financial Inc first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Public Service Enterprise Group position peaked at $631K in Q3 2024.
  • 787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.