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

Mark Sheptoff 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 Q1	$319K	Hold	4,000	–	–	0.17%	75
2025 Q4	$321K	Hold	4,000	–	–	0.15%	77
2025 Q3	$334K	Hold	4,000	–	–	0.16%	75
2025 Q2	$337K	Hold	4,000	–	–	0.18%	71
2025 Q1	$329K	Hold	4,000	–	–	0.18%	70
2024 Q4	$338K	Hold	4,000	–	–	0.18%	68
2024 Q3	$357K	Hold	4,000	–	–	0.19%	66
2024 Q2	$295K	Hold	4,000	–	–	0.16%	73
2024 Q1	$267K	Hold	4,000	–	–	0.15%	82
2023 Q4	$245K	Sell	4,000 -1,450	-27%	-$89.1K	0.15%	78
2023 Q3	$310K	Hold	5,450	–	–	0.2%	62
2023 Q2	$341K	Hold	5,450	–	–	0.19%	66
2023 Q1	$340K	Hold	5,450	–	–	0.2%	72
2022 Q4	$334K	Hold	5,450	–	–	0.2%	72
2022 Q3	$306K	Hold	5,450	–	–	0.19%	72
2022 Q2	$345K	Hold	5,450	–	–	0.2%	70
2022 Q1	$382K	Hold	5,450	–	–	0.19%	75
2021 Q4	$364K	Buy	5,450 +500	+10%	+$31.6K	0.17%	77
2021 Q3	$301K	Hold	4,950	–	–	0.17%	82
2021 Q2	$296K	Hold	4,950	–	–	0.16%	80
2021 Q1	$298K	Hold	4,950	–	–	0.17%	78
2020 Q4	$289K	Hold	4,950	–	–	0.16%	81
2020 Q3	$272K	Hold	4,950	–	–	0.17%	77
2020 Q2	$243K	Hold	4,950	–	–	0.16%	78
2020 Q1	$222K	Hold	4,950	–	–	0.17%	75
2019 Q4	$292K	Sell	4,950 -50	-1%	-$3.03K	0.18%	76
2019 Q3	$310K	Buy	5,000 +800	+19%	+$47.8K	0.21%	69
2019 Q2	$247K	Hold	4,200	–	–	0.17%	88
2019 Q1	$250K	Hold	4,200	–	–	0.18%	84
2018 Q4	$219K	Hold	4,200	–	–	0.18%	78
2018 Q3	$222K	Hold	4,200	–	–	0.15%	96
2018 Q2	$227K	Hold	4,200	–	–	0.17%	91
2018 Q1	$211K	Hold	4,200	–	–	0.15%	97
2017 Q4	$216K	Hold	4,200	–	–	0.14%	100
2017 Q3	$194K	Hold	4,200	–	–	0.13%	110
2017 Q2	$181K	Sell	4,200 -1	-0%	-$44	0.12%	111
2017 Q1	$186K	Buy	4,201 +1	+0%	+$44	0.13%	107
2016 Q4	$184K	Sell	4,200 -900	-18%	-$37.5K	0.14%	104
2016 Q3	$214K	Buy	5,100 +697	+16%	+$30.7K	0.16%	96
2016 Q2	$205K	Buy	4,403 +300	+7%	+$13.6K	0.15%	90
2016 Q1	$193K	Hold	4,103	–	–	0.16%	85
2015 Q4	$159K	Sell	4,103 -500	-11%	-$20.1K	0.13%	101
2015 Q3	$194K	Buy	4,603 +103	+2%	+$4.2K	0.17%	92
2015 Q2	$177K	Buy	4,500 +1,500	+50%	+$62.2K	0.14%	108
2015 Q1	$126K	Hold	3,000	–	–	0.11%	129
2014 Q4	$124K	Buy	+3,000	New	+$121K	0.11%	119

Other funds holding PEG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's PEG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 4,000 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #75.

Mark Sheptoff Financial Planning first reported a position in PEG in Q4 2014 and has held it in 46 quarters since. The position peaked at $382K in Q1 2022. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Mark Sheptoff Financial Planning held 4,000 shares of Public Service Enterprise Group worth $319K as of Q1 2026.
Mark Sheptoff Financial Planning left its Public Service Enterprise Group share count unchanged in Q1 2026.
Public Service Enterprise Group made up 0.17% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #75 holding.
Mark Sheptoff Financial Planning first reported a position in Public Service Enterprise Group in Q4 2014 and has held it in 46 quarters since.
Mark Sheptoff Financial Planning's Public Service Enterprise Group position peaked at $382K in Q1 2022.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.