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PDS Planning’s Public Service Enterprise Group PEG Stock Holding History

PDS Planning’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 		$437K Buy
5,381
+127
+2% +$10.1K 0.03% 324
2026
Q1 		$425K Buy
5,254
+245
+5% +$20.1K 0.03% 303
2025
Q4 		$402K Sell
5,009
-170
-3% -$13.9K 0.03% 307
2025
Q3 		$432K Buy
5,179
+199
+4% +$16.7K 0.03% 280
2025
Q2 		$419K Buy
4,980
+185
+4% +$14.9K 0.03% 272
2025
Q1 		$395K Buy
4,795
+201
+4% +$16.8K 0.03% 257
2024
Q4 		$388K Buy
4,594
+12
+0.3% +$1.06K 0.03% 229
2024
Q3 		$409K Sell
4,582
-60
-1% -$4.79K 0.04% 228
2024
Q2 		$342K Buy
4,642
+112
+2% +$7.96K 0.03% 235
2024
Q1 		$303K Buy
4,530
+181
+4% +$11.1K 0.03% 258
2023
Q4 		$266K Sell
4,349
-64
-1% -$3.93K 0.03% 258
2023
Q3 		$251K Buy
4,413
+167
+4% +$10.3K 0.03% 242
2023
Q2 		$266K Buy
4,246
+468
+12% +$29.2K 0.03% 238
2023
Q1 		$236K Buy
3,778
+348
+10% +$21.1K 0.03% 243
2022
Q4 		$210K Buy
+3,430
New +$199K 0.03% 195

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

PDS Planning's PEG Position: Q2 2026 in Review

PDS Planning increased its Public Service Enterprise Group (PEG) stake by 2.4% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,381 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #324.

PDS Planning first reported a position in PEG in Q4 2022 and has held it in 15 quarters since. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • PDS Planning held 5,381 shares of Public Service Enterprise Group worth $437K as of Q2 2026.
  • PDS Planning bought 127 Public Service Enterprise Group shares in Q2 2026, an estimated $10.1K.
  • Public Service Enterprise Group made up 0.03% of PDS Planning's portfolio in Q2 2026, its #324 holding.
  • PDS Planning first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 15 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.