LFA
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Legacy Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Legacy Financial Advisors’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
Q1 		$296K Buy
3,660
+73
+2% +$5.99K 0.04% 325
2025
Q4 		$288K Sell
3,587
-524
-13% -$42.7K 0.04% 322
2025
Q3 		$343K Sell
4,111
-122
-3% -$10.2K 0.05% 294
2025
Q2 		$356K Buy
4,233
+193
+5% +$15.6K 0.06% 247
2025
Q1 		$332K Buy
4,040
+209
+5% +$17.4K 0.06% 260
2024
Q4 		$324K Sell
3,831
-5,831
-60% -$516K 0.05% 262
2024
Q3 		$862K Sell
9,662
-5,988
-38% -$478K 0.14% 113
2024
Q2 		$1.15M Buy
15,650
+71
+0.5% +$5.04K 0.21% 77
2024
Q1 		$1.04M Buy
15,579
+1,692
+12% +$104K 0.19% 90
2023
Q4 		$849K Buy
13,887
+403
+3% +$24.8K 0.16% 97
2023
Q3 		$767K Buy
13,484
+1,324
+11% +$81.3K 0.15% 85
2023
Q2 		$761K Buy
12,160
+1,746
+17% +$109K 0.14% 88
2023
Q1 		$650K Buy
10,414
+3
+0% +$182 0.13% 94
2022
Q4 		$638K Buy
10,411
+622
+6% +$36.1K 0.14% 88
2022
Q3 		$550K Buy
9,789
+432
+5% +$27.8K 0.13% 88
2022
Q2 		$592K Buy
9,357
+631
+7% +$42.9K 0.15% 75
2022
Q1 		$611K Sell
8,726
-180
-2% -$11.9K 0.14% 80
2021
Q4 		$594K Buy
8,906
+585
+7% +$37K 0.14% 77
2021
Q3 		$507K Buy
8,321
+335
+4% +$20.9K 0.12% 76
2021
Q2 		$477K Buy
7,986
+1,271
+19% +$78.5K 0.12% 75
2021
Q1 		$404K Buy
6,715
+1,283
+24% +$74K 0.11% 81
2020
Q4 		$317K Buy
5,432
+516
+10% +$30K 0.09% 93
2020
Q3 		$270K Buy
+4,916
New +$260K 0.08% 91
2019
Q2 		– Sell
-348
Closed -$21K – 681
2019
Q1 		$21K Buy
348
+71
+26% +$3.97K 0.01% 448
2018
Q4 		$14K Buy
277
+127
+85% +$6.84K 0.01% 487
2018
Q3 		$7K Hold
150
– – ﹤0.01% 619
2018
Q2 		$8K Hold
150
– – ﹤0.01% 596
2018
Q1 		$7K Buy
+150
New +$7.36K ﹤0.01% 577

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Legacy Financial Advisors's PEG Position: Q1 2026 in Review

Legacy Financial Advisors increased its Public Service Enterprise Group (PEG) stake by 2% in Q1 2026, buying an estimated $5.99K and bringing the position to 3,660 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #325.

Legacy Financial Advisors first reported a position in PEG in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.15M in Q2 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Legacy Financial Advisors held 3,660 shares of Public Service Enterprise Group worth $296K as of Q1 2026.
  • Legacy Financial Advisors bought 73 Public Service Enterprise Group shares in Q1 2026, an estimated $5.99K.
  • Public Service Enterprise Group made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #325 holding.
  • Legacy Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2018 and has held it in 28 quarters since.
  • Legacy Financial Advisors's Public Service Enterprise Group position peaked at $1.15M in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.