OFG
PEG icon

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

Oxford 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 		$439K Hold
5,413
– – 0.02% 172
2026
Q1 		$438K Sell
5,413
-21
-0.4% -$1.72K 0.02% 177
2025
Q4 		$436K Sell
5,434
-131
-2% -$10.7K 0.02% 156
2025
Q3 		$464K Buy
5,565
+160
+3% +$13.4K 0.03% 148
2025
Q2 		$455K Sell
5,405
-99
-2% -$7.98K 0.03% 139
2025
Q1 		$453K Sell
5,504
-30
-0.5% -$2.5K 0.03% 141
2024
Q4 		$468K Buy
5,534
+33
+0.6% +$2.92K 0.03% 156
2024
Q3 		$491K Sell
5,501
-644
-10% -$51.4K 0.03% 148
2024
Q2 		$453K Buy
6,145
+694
+13% +$49.3K 0.03% 158
2024
Q1 		$364K Buy
5,451
+46
+0.9% +$2.82K 0.03% 165
2023
Q4 		$331K Hold
5,405
– – 0.02% 172
2023
Q3 		$308K Sell
5,405
-73
-1% -$4.49K 0.03% 169
2023
Q2 		$343K Sell
5,478
-21
-0.4% -$1.31K 0.03% 163
2023
Q1 		$343K Sell
5,499
-62
-1% -$3.75K 0.04% 135
2022
Q4 		$341K Buy
5,561
+156
+3% +$9.06K 0.04% 140
2022
Q3 		$304K Sell
5,405
-56
-1% -$3.61K 0.05% 133
2022
Q2 		$346K Sell
5,461
-36
-0.7% -$2.45K 0.05% 137
2022
Q1 		$385K Hold
5,497
– – 0.05% 135
2021
Q4 		$367K Buy
5,497
+92
+2% +$5.82K 0.04% 147
2021
Q3 		$329K Buy
5,405
+300
+6% +$18.7K 0.04% 142
2021
Q2 		$305K Buy
5,105
+129
+3% +$7.97K 0.04% 148
2021
Q1 		$300K Sell
4,976
-92
-2% -$5.31K 0.04% 144
2020
Q4 		$295K Buy
5,068
+92
+2% +$5.36K 0.04% 147
2020
Q3 		$273K Hold
4,976
– – 0.04% 135
2020
Q2 		$245K Hold
4,976
– – 0.04% 143
2020
Q1 		$223K Buy
+4,976
New +$269K 0.04% 143

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

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

Oxford Financial Group held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 5,413 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #172.

Oxford Financial Group first reported a position in PEG in Q1 2020 and has held it in 26 quarters since. The position peaked at $491K in Q3 2024. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Oxford Financial Group held 5,413 shares of Public Service Enterprise Group worth $439K as of Q2 2026.
  • Oxford Financial Group left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #172 holding.
  • Oxford Financial Group first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Public Service Enterprise Group position peaked at $491K in Q3 2024.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.