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

Keystone 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
2026
Q2 		$404K Sell
4,983
-279
-5% -$22.3K 0.1% 36
2026
Q1 		$426K Sell
5,262
-144
-3% -$11.8K 0.11% 35
2025
Q4 		$434K Buy
5,406
+167
+3% +$13.6K 0.13% 37
2025
Q3 		$437K Sell
5,239
-294
-5% -$24.7K 0.13% 40
2025
Q2 		$466K Sell
5,533
-48
-0.9% -$3.87K 0.14% 39
2025
Q1 		$459K Sell
5,581
-18
-0.3% -$1.5K 0.14% 41
2024
Q4 		$473K Sell
5,599
-1,021
-15% -$90.4K 0.15% 41
2024
Q3 		$591K Sell
6,620
-160
-2% -$12.8K 0.18% 37
2024
Q2 		$500K Sell
6,780
-117,658
-95% -$8.36M 0.17% 39
2024
Q1 		$8.31M Buy
124,438
+4,133
+3% +$253K 2.69% 5
2023
Q4 		$7.36M Sell
120,305
-6,883
-5% -$423K 2.43% 9
2023
Q3 		$7.24M Buy
127,188
+330
+0.3% +$20.3K 2.53% 7
2023
Q2 		$7.94M Sell
126,858
-357
-0.3% -$22.3K 2.66% 6
2023
Q1 		$7.94M Buy
127,215
+1,218
+1% +$73.8K 2.7% 9
2022
Q4 		$7.72M Buy
125,997
+100,874
+402% +$5.86M 2.6% 8
2022
Q3 		$1.41M Buy
25,123
+11,727
+88% +$755K 0.54% 34
2022
Q2 		$848K Buy
13,396
+5,996
+81% +$408K 0.3% 38
2022
Q1 		$518K Sell
7,400
-989
-12% -$65.5K 0.17% 41
2021
Q4 		$560K Sell
8,389
-1,964
-19% -$124K 0.19% 39
2021
Q3 		$630K Sell
10,353
-313
-3% -$19.5K 0.23% 34
2021
Q2 		$637K Buy
10,666
+931
+10% +$57.5K 0.23% 34
2021
Q1 		$586K Buy
9,735
+388
+4% +$22.4K 0.22% 33
2020
Q4 		$545K Sell
9,347
-95,190
-91% -$5.54M 0.23% 33
2020
Q3 		$5.74M Buy
104,537
+307
+0.3% +$16.3K 2.77% 18
2020
Q2 		$5.12M Buy
104,230
+5,381
+5% +$268K 2.53% 22
2020
Q1 		$4.44M Buy
+98,849
New +$5.34M 2.54% 21

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
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

Keystone Financial Planning's PEG Position: Q2 2026 in Review

Keystone Financial Planning reduced its Public Service Enterprise Group (PEG) stake by 5.3% in Q2 2026, selling an estimated $22.3K and leaving 4,983 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #36.

Keystone Financial Planning first reported a position in PEG in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.31M in Q1 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Keystone Financial Planning held 4,983 shares of Public Service Enterprise Group worth $404K as of Q2 2026.
  • Keystone Financial Planning sold 279 Public Service Enterprise Group shares in Q2 2026, an estimated $22.3K.
  • Public Service Enterprise Group made up 0.1% of Keystone Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Keystone Financial Planning first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 26 quarters since.
  • Keystone Financial Planning's Public Service Enterprise Group position peaked at $8.31M in Q1 2024.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.