OFG
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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
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 $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

Oxford Financial Group's PEG Position: Q1 2026 in Review

Oxford Financial Group reduced its Public Service Enterprise Group (PEG) stake by 0.39% in Q1 2026, selling an estimated $1.72K and leaving 5,413 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #177.

Oxford Financial Group first reported a position in PEG in Q1 2020 and has held it in 25 quarters since. The position peaked at $491K in Q3 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Oxford Financial Group held 5,413 shares of Public Service Enterprise Group worth $438K as of Q1 2026.
  • Oxford Financial Group sold 21 Public Service Enterprise Group shares in Q1 2026, an estimated $1.72K.
  • Public Service Enterprise Group made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #177 holding.
  • Oxford Financial Group first reported a position in Public Service Enterprise Group in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Public Service Enterprise Group position peaked at $491K in Q3 2024.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.