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Midwest Trust’s Public Service Enterprise Group PEG Stock Holding History

Midwest Trust’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 		$327K Sell
4,032
-115
-3% -$9.19K ﹤0.01% 512
2026
Q1 		$336K Buy
4,147
+8
+0.2% +$656 ﹤0.01% 497
2025
Q4 		$332K Sell
4,139
-54
-1% -$4.41K ﹤0.01% 494
2025
Q3 		$350K Buy
4,193
+12
+0.3% +$1.01K ﹤0.01% 481
2025
Q2 		$352K Buy
+4,181
New +$337K ﹤0.01% 488

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

Midwest Trust's PEG Position: Q2 2026 in Review

Midwest Trust reduced its Public Service Enterprise Group (PEG) stake by 2.8% in Q2 2026, selling an estimated $9.19K and leaving 4,032 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Midwest Trust first reported a position in PEG in Q2 2025 and has held it in 5 quarters since. The position peaked at $352K in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Midwest Trust held 4,032 shares of Public Service Enterprise Group worth $327K as of Q2 2026.
  • Midwest Trust sold 115 Public Service Enterprise Group shares in Q2 2026, an estimated $9.19K.
  • Public Service Enterprise Group made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #512 holding.
  • Midwest Trust first reported a position in Public Service Enterprise Group in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Public Service Enterprise Group position peaked at $352K in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.