PCS
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Personal CFO Solutions’s Public Service Enterprise Group PEG Stock Holding History

Personal CFO Solutions’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 		$669K Sell
8,247
-68
-0.8% -$5.43K 0.1% 190
2026
Q1 		$673K Sell
8,315
-1,472
-15% -$121K 0.09% 197
2025
Q4 		$786K Sell
9,787
-552
-5% -$45K 0.12% 155
2025
Q3 		$863K Sell
10,339
-112
-1% -$9.39K 0.15% 135
2025
Q2 		$880K Buy
10,451
+135
+1% +$10.9K 0.16% 136
2025
Q1 		$849K Buy
10,316
+26
+0.3% +$2.17K 0.17% 124
2024
Q4 		$869K Sell
10,290
-1,100
-10% -$97.4K 0.17% 115
2024
Q3 		$1.02M Sell
11,390
-128
-1% -$10.2K 0.14% 138
2024
Q2 		$849K Sell
11,518
-39
-0.3% -$2.77K 0.13% 150
2024
Q1 		$772K Sell
11,557
-335
-3% -$20.5K 0.12% 173
2023
Q4 		$727K Buy
11,892
+2,411
+25% +$148K 0.13% 166
2023
Q3 		$540K Buy
9,481
+132
+1% +$8.11K 0.11% 185
2023
Q2 		$585K Buy
9,349
+193
+2% +$12.1K 0.12% 172
2023
Q1 		$572K Buy
9,156
+212
+2% +$12.8K 0.12% 170
2022
Q4 		$548K Buy
8,944
+188
+2% +$10.9K 0.12% 176
2022
Q3 		$492K Buy
8,756
+32
+0.4% +$2.06K 0.12% 155
2022
Q2 		$552K Buy
8,724
+108
+1% +$7.34K 0.13% 141
2022
Q1 		$603K Buy
8,616
+82
+1% +$5.43K 0.12% 163
2021
Q4 		$569K Buy
8,534
+67
+0.8% +$4.24K 0.11% 179
2021
Q3 		$516K Buy
8,467
+14
+0.2% +$874 0.11% 184
2021
Q2 		$505K Buy
8,453
+574
+7% +$35.5K 0.1% 183
2021
Q1 		$474K Buy
7,879
+110
+1% +$6.34K 0.1% 189
2020
Q4 		$453K Buy
7,769
+213
+3% +$12.4K 0.11% 182
2020
Q3 		$0 Buy
7,556
+76
+1% +$4.02K ﹤0.01% 280
2020
Q2 		$368K Sell
7,480
-2,877
-28% -$143K 0.11% 175
2020
Q1 		$465K Buy
10,357
+5,361
+107% +$290K 0.17% 125
2019
Q4 		$295K Buy
4,996
+4
+0.1% +$242 0.08% 213
2019
Q3 		$310K Buy
+4,992
New +$298K 0.12% 191

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Personal CFO Solutions's PEG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Public Service Enterprise Group (PEG) stake by 0.82% in Q2 2026, selling an estimated $5.43K and leaving 8,247 shares worth $669K. The position accounts for 0.1% of the portfolio, ranked #190.

Personal CFO Solutions first reported a position in PEG in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Personal CFO Solutions held 8,247 shares of Public Service Enterprise Group worth $669K as of Q2 2026.
  • Personal CFO Solutions sold 68 Public Service Enterprise Group shares in Q2 2026, an estimated $5.43K.
  • Public Service Enterprise Group made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #190 holding.
  • Personal CFO Solutions first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Public Service Enterprise Group position peaked at $1.02M in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.