LPL Financial
PEG icon

LPL Financial’s Public Service Enterprise Group PEG Stock Holding History

LPL Financial’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 		$95.3M Buy
1,176,951
+9,476
+0.8% +$777K 0.03% 604
2025
Q4 		$93.7M Sell
1,167,475
-31,747
-3% -$2.59M 0.03% 573
2025
Q3 		$100M Buy
1,199,222
+396,376
+49% +$33.2M 0.03% 519
2025
Q2 		$67.6M Buy
802,846
+69,617
+9% +$5.61M 0.02% 634
2025
Q1 		$60.3M Buy
733,229
+72,117
+11% +$6.02M 0.02% 610
2024
Q4 		$55.9M Buy
661,112
+105,401
+19% +$9.33M 0.02% 606
2024
Q3 		$49.6M Buy
555,711
+53,265
+11% +$4.25M 0.02% 616
2024
Q2 		$37M Buy
502,446
+51,478
+11% +$3.66M 0.02% 681
2024
Q1 		$30.1M Buy
450,968
+58,254
+15% +$3.57M 0.02% 757
2023
Q4 		$24M Buy
392,714
+51,999
+15% +$3.2M 0.01% 796
2023
Q3 		$19.4M Buy
340,715
+34,939
+11% +$2.15M 0.01% 816
2023
Q2 		$19.1M Buy
305,776
+25,089
+9% +$1.57M 0.01% 816
2023
Q1 		$17.5M Buy
280,687
+16,844
+6% +$1.02M 0.01% 812
2022
Q4 		$16.2M Buy
263,843
+1,378
+0.5% +$80K 0.01% 804
2022
Q3 		$14.8M Buy
262,465
+23,227
+10% +$1.5M 0.01% 772
2022
Q2 		$15.1M Sell
239,238
-75,432
-24% -$5.13M 0.01% 757
2022
Q1 		$22M Buy
314,670
+24,821
+9% +$1.64M 0.02% 636
2021
Q4 		$19.3M Buy
289,849
+13,622
+5% +$862K 0.02% 684
2021
Q3 		$16.8M Buy
276,227
+17,314
+7% +$1.08M 0.02% 699
2021
Q2 		$15.5M Buy
258,913
+10,489
+4% +$648K 0.02% 696
2021
Q1 		$15M Buy
248,424
+3,678
+2% +$212K 0.02% 649
2020
Q4 		$14.3M Buy
244,746
+8,819
+4% +$513K 0.02% 595
2020
Q3 		$13M Buy
235,927
+5,004
+2% +$265K 0.02% 537
2020
Q2 		$11.4M Buy
230,923
+87,101
+61% +$4.34M 0.02% 545
2020
Q1 		$6.46M Buy
143,822
+3,937
+3% +$213K 0.01% 650
2019
Q4 		$8.26M Buy
139,885
+6,658
+5% +$404K 0.02% 647
2019
Q3 		$8.27M Sell
133,227
-2,173
-2% -$130K 0.02% 601
2019
Q2 		$7.96M Buy
135,400
+3,968
+3% +$236K 0.02% 596
2019
Q1 		$7.81M Buy
131,432
+9,537
+8% +$533K 0.02% 589
2018
Q4 		$6.34M Sell
121,895
-79,084
-39% -$4.26M 0.02% 601
2018
Q3 		$10.6M Sell
200,979
-16,155
-7% -$844K 0.03% 470
2018
Q2 		$11.8M Sell
217,134
-3,263
-1% -$168K 0.03% 415
2018
Q1 		$11.1M Buy
220,397
+111,880
+103% +$5.49M 0.03% 421
2017
Q4 		$5.59M Buy
108,517
+5,034
+5% +$254K 0.02% 621
2017
Q3 		$4.79M Sell
103,483
-32
-0% -$1.45K 0.02% 617
2017
Q2 		$4.45M Buy
103,515
+96,297
+1,334% +$4.26M 0.02% 599
2017
Q1 		$320K Buy
7,218
+340
+5% +$15K ﹤0.01% 2147
2016
Q4 		$299K Buy
6,878
+650
+10% +$27.1K ﹤0.01% 2176
2016
Q3 		$255K Buy
6,228
+130
+2% +$5.73K ﹤0.01% 2244
2016
Q2 		$285K Sell
6,098
-174,683
-97% -$7.93M ﹤0.01% 2114
2016
Q1 		$8.35M Buy
180,781
+18,976
+12% +$806K 0.02% 493
2015
Q4 		$6.3M Buy
161,805
+51,695
+47% +$2.07M 0.02% 612
2015
Q3 		$4.7M Sell
110,110
-778
-0.7% -$31.7K 0.03% 487
2015
Q2 		$4.47M Buy
110,888
+6,145
+6% +$255K 0.02% 560
2015
Q1 		$4.32M Buy
104,743
+26,021
+33% +$1.09M 0.02% 583
2014
Q4 		$3.26M Buy
78,722
+7,832
+11% +$315K 0.02% 658
2014
Q3 		$2.64M Sell
70,890
-7,723
-10% -$285K 0.02% 727
2014
Q2 		$3.21M Sell
78,613
-23,815
-23% -$925K 0.02% 651
2014
Q1 		$3.91M Sell
102,428
-26,639
-21% -$920K 0.02% 533
2013
Q4 		$4.13M Sell
129,067
-293
-0.2% -$9.7K 0.03% 504
2013
Q3 		$4.37M Buy
129,360
+12,084
+10% +$400K 0.03% 464
2013
Q2 		$3.83M Buy
+117,276
New +$4.01M 0.03% 463

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

LPL Financial's PEG Position: Q1 2026 in Review

LPL Financial increased its Public Service Enterprise Group (PEG) stake by 0.81% in Q1 2026, buying an estimated $777K and bringing the position to 1,176,951 shares worth $95.3M. The position accounts for 0.03% of the portfolio, ranked #604.

LPL Financial first reported a position in PEG in Q2 2013 and has held it in 52 quarters since. The position peaked at $100M in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • LPL Financial held 1,176,951 shares of Public Service Enterprise Group worth $95.3M as of Q1 2026.
  • LPL Financial bought 9,476 Public Service Enterprise Group shares in Q1 2026, an estimated $777K.
  • Public Service Enterprise Group made up 0.03% of LPL Financial's portfolio in Q1 2026, its #604 holding.
  • LPL Financial first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Public Service Enterprise Group position peaked at $100M in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.