Patriot Financial Group Insurance Agency’s Public Service Enterprise Group PEG Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-4,250	Closed	-$344K	–	639
2026 Q1	$344K	Buy	+4,250	New	+$348K	0.02%	532
2022 Q3	–	Sell	-25	Closed	-$2K	–	1498
2022 Q2	$2K	Sell	25 -82	-77%	-$5.58K	﹤0.01%	1794
2022 Q1	$7K	Hold	107	–	–	﹤0.01%	1506
2021 Q4	$7K	Sell	107 -18	-14%	-$1.14K	﹤0.01%	1619
2021 Q3	$8K	Buy	125 +104	+495%	+$6.49K	﹤0.01%	1567
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	2004
2021 Q1	$1K	Buy	+21	New	+$1.21K	﹤0.01%	1907
2018 Q4	–	Sell	-57	Closed	-$3.07K	–	1087
2018 Q3	$3K	Buy	+57	New	+$2.98K	﹤0.01%	819
2018 Q2	–	Sell	-35	Closed	-$2K	–	827
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	877
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	868
2017 Q3	$2K	Buy	35 +9	+35%	+$408	﹤0.01%	842
2017 Q2	$1K	Buy	+26	New	+$1.15K	﹤0.01%	893

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Patriot Financial Group Insurance Agency's PEG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 4,250 shares — an estimated $344K sold.

Patriot Financial Group Insurance Agency first reported a position in PEG in Q2 2017 and held it in 12 quarters. The position peaked at $344K in Q1 2026. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,250 Public Service Enterprise Group shares in Q2 2026, an estimated $344K.
Patriot Financial Group Insurance Agency first reported a position in Public Service Enterprise Group in Q2 2017 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Public Service Enterprise Group position peaked at $344K in Q1 2026.
1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.