PF
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Phoenix Financial’s Public Service Enterprise Group PEG Stock Holding History

Phoenix Financial’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 		$2.02M Hold
25,000
– – 0.02% 176
2025
Q4 		$2.01M Buy
+25,000
New +$2.04M 0.02% 179

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Phoenix Financial's PEG Position: Q1 2026 in Review

Phoenix Financial held its Public Service Enterprise Group (PEG) position steady in Q1 2026 at 25,000 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #176.

Phoenix Financial first reported a position in PEG in Q4 2025 and has held it in 2 quarters since. 1,288 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Phoenix Financial held 25,000 shares of Public Service Enterprise Group worth $2.02M as of Q1 2026.
  • Phoenix Financial left its Public Service Enterprise Group share count unchanged in Q1 2026.
  • Public Service Enterprise Group made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #176 holding.
  • Phoenix Financial first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 2 quarters since.
  • 1,288 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.