PMFA
PEG icon

Plante Moran Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Plante Moran Financial Advisors’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 		$81 Buy
+1
New +$80 ﹤0.01% 1558
2025
Q4 		– Sell
-10
Closed -$835 – 872
2025
Q3 		$835 Buy
+10
New +$839 ﹤0.01% 708
2025
Q1 		– Sell
-889
Closed -$75.1K – 921
2024
Q4 		$75.1K Hold
889
– – 0.01% 296
2024
Q3 		$79.3K Buy
889
+9
+1% +$718 0.01% 313
2024
Q2 		$64.9K Hold
880
– – 0.01% 301
2024
Q1 		$58.8K Hold
880
– – 0.01% 314
2023
Q4 		$53.8K Hold
880
– – 0.01% 313
2023
Q3 		$50.1K Hold
880
– – 0.01% 295
2023
Q2 		$55.1K Hold
880
– – 0.01% 289
2023
Q1 		$55K Hold
880
– – 0.01% 281
2022
Q4 		$53.9K Hold
880
– – 0.01% 300
2022
Q3 		$49K Sell
880
-67
-7% -$4.31K 0.01% 311
2022
Q2 		$60K Buy
947
+67
+8% +$4.55K 0.01% 284
2022
Q1 		$62K Sell
880
-85
-9% -$5.63K 0.01% 302
2021
Q4 		$64K Buy
965
+85
+10% +$5.38K 0.01% 312
2021
Q3 		$54K Hold
880
– – 0.01% 369
2021
Q2 		$53K Hold
880
– – 0.01% 358
2021
Q1 		$53K Hold
880
– – 0.01% 352
2020
Q4 		$51K Buy
+880
New +$51.2K 0.02% 358
2020
Q1 		– Sell
-155
Closed -$9K – 807
2019
Q4 		$9K Buy
+155
New +$9.39K ﹤0.01% 557

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Plante Moran Financial Advisors's PEG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 1 share worth $81. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in PEG as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in PEG in Q4 2019 and has held it in 20 quarters since. The position peaked at $79.3K in Q3 2024. 768 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Plante Moran Financial Advisors held 1 share of Public Service Enterprise Group worth $81 as of Q2 2026.
  • Public Service Enterprise Group was a new Plante Moran Financial Advisors position in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1558 holding.
  • Plante Moran Financial Advisors first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 20 quarters since.
  • Plante Moran Financial Advisors's Public Service Enterprise Group position peaked at $79.3K in Q3 2024.
  • 768 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.