Montgomery Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Montgomery Financial Services’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	$32.8K	Buy	+404	New	+$32.3K	0.03%	91

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's PEG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 404 shares worth $32.8K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings.

1,248 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Montgomery Financial Services held 404 shares of Public Service Enterprise Group worth $32.8K as of Q2 2026.
Public Service Enterprise Group was a new Montgomery Financial Services position in Q2 2026.
Public Service Enterprise Group made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #91 holding.
1,248 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.