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Optimize Financial’s Public Service Enterprise Group PEG Stock Holding History

Optimize Financial’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 		– Sell
-3,155
Closed -$253K – 417
2025
Q4 		$253K Buy
3,155
+44
+1% +$3.59K 0.13% 301
2025
Q3 		$260K Buy
+3,111
New +$261K 0.14% 309

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

Optimize Financial's PEG Position: Q1 2026 in Review

Optimize Financial sold out of Public Service Enterprise Group (PEG) in Q1 2026, closing a stake of 3,155 shares — an estimated $253K sold.

Optimize Financial first reported a position in PEG in Q3 2025 and held it in 2 quarters. The position peaked at $260K in Q3 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Optimize Financial reported no remaining Public Service Enterprise Group position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 3,155 Public Service Enterprise Group shares in Q1 2026, an estimated $253K.
  • Optimize Financial first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Public Service Enterprise Group position peaked at $260K in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.