MFG
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Merit Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Merit Financial Group’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 		$2.6M Buy
32,018
+13,808
+76% +$1.1M 0.02% 640
2026
Q1 		$1.47M Buy
18,210
+2,285
+14% +$187K 0.01% 811
2025
Q4 		$1.28M Buy
15,925
+1,635
+11% +$133K 0.01% 824
2025
Q3 		$1.19M Buy
14,290
+384
+3% +$32.2K 0.01% 774
2025
Q2 		$1.17M Buy
13,906
+260
+2% +$21K 0.01% 715
2025
Q1 		$1.12M Buy
13,646
+2,899
+27% +$242K 0.02% 615
2024
Q4 		$908K Buy
10,747
+2,787
+35% +$247K 0.02% 533
2024
Q3 		$710K Sell
7,960
-2,177
-21% -$174K 0.02% 486
2024
Q2 		$747K Buy
10,137
+1,112
+12% +$79K 0.02% 487
2024
Q1 		$636K Buy
9,025
+573
+7% +$35.1K 0.02% 514
2023
Q4 		$517K Buy
8,452
+2,272
+37% +$140K 0.02% 487
2023
Q3 		$352K Buy
6,180
+130
+2% +$7.99K 0.01% 544
2023
Q2 		$379K Buy
6,050
+26
+0.4% +$1.62K 0.01% 528
2023
Q1 		$376K Hold
6,024
– – 0.01% 460
2022
Q4 		$369K Buy
6,024
+123
+2% +$7.14K 0.01% 491
2022
Q3 		$332K Sell
5,901
-2,741
-32% -$177K 0.01% 420
2022
Q2 		$547K Buy
8,642
+5,488
+174% +$373K 0.02% 340
2022
Q1 		$221K Buy
+3,154
New +$209K 0.01% 352

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

Merit Financial Group's PEG Position: Q2 2026 in Review

Merit Financial Group increased its Public Service Enterprise Group (PEG) stake by 76% in Q2 2026, buying an estimated $1.1M and bringing the position to 32,018 shares worth $2.6M. The position accounts for 0.02% of the portfolio, ranked #640.

Merit Financial Group first reported a position in PEG in Q1 2022 and has held it in 18 quarters since. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Merit Financial Group held 32,018 shares of Public Service Enterprise Group worth $2.6M as of Q2 2026.
  • Merit Financial Group bought 13,808 Public Service Enterprise Group shares in Q2 2026, an estimated $1.1M.
  • Public Service Enterprise Group made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #640 holding.
  • Merit Financial Group first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 18 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.