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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
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 $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

Midwest Trust's PEG Position: Q1 2026 in Review

Midwest Trust increased its Public Service Enterprise Group (PEG) stake by 0.19% in Q1 2026, buying an estimated $656 and bringing the position to 4,147 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Midwest Trust first reported a position in PEG in Q2 2025 and has held it in 4 quarters since. The position peaked at $352K in Q2 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Midwest Trust held 4,147 shares of Public Service Enterprise Group worth $336K as of Q1 2026.
  • Midwest Trust bought 8 Public Service Enterprise Group shares in Q1 2026, an estimated $656.
  • Public Service Enterprise Group made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #497 holding.
  • Midwest Trust first reported a position in Public Service Enterprise Group in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Public Service Enterprise Group position peaked at $352K in Q2 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.