PFS
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Prospera Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Prospera Financial Services’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 		$683K Buy
8,412
+22
+0.3% +$1.76K 0.01% 924
2026
Q1 		$679K Buy
8,390
+25
+0.3% +$2.05K 0.01% 879
2025
Q4 		$672K Sell
8,365
-81
-1% -$6.61K 0.01% 826
2025
Q3 		$705K Sell
8,446
-227
-3% -$19K 0.01% 816
2025
Q2 		$730K Buy
8,673
+50
+0.6% +$4.03K 0.01% 767
2025
Q1 		$710K Buy
8,623
+468
+6% +$39K 0.02% 662
2024
Q4 		$689K Buy
8,155
+175
+2% +$15.5K 0.02% 648
2024
Q3 		$712K Buy
7,980
+39
+0.5% +$3.11K 0.02% 613
2024
Q2 		$585K Sell
7,941
-446
-5% -$31.7K 0.02% 658
2024
Q1 		$560K Sell
8,387
-4
-0% -$245 0.02% 673
2023
Q4 		$513K Buy
+8,391
New +$516K 0.02% 655
2022
Q3 		– Sell
-1,243
Closed -$79K – 1377
2022
Q2 		$79K Sell
1,243
-832
-40% -$56.6K ﹤0.01% 945
2022
Q1 		$145K Buy
+2,075
New +$137K 0.01% 986
2020
Q4 		– Sell
-1,760
Closed -$97K – 1303
2020
Q3 		$97K Buy
+1,760
New +$93.2K 0.04% 414
2020
Q1 		– Sell
-4,782
Closed -$282K – 593
2019
Q4 		$282K Buy
+4,782
New +$290K 0.02% 495

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

Prospera Financial Services's PEG Position: Q2 2026 in Review

Prospera Financial Services increased its Public Service Enterprise Group (PEG) stake by 0.26% in Q2 2026, buying an estimated $1.76K and bringing the position to 8,412 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #924.

Prospera Financial Services first reported a position in PEG in Q4 2019 and has held it in 15 quarters since. The position peaked at $730K in Q2 2025. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Prospera Financial Services held 8,412 shares of Public Service Enterprise Group worth $683K as of Q2 2026.
  • Prospera Financial Services bought 22 Public Service Enterprise Group shares in Q2 2026, an estimated $1.76K.
  • Public Service Enterprise Group made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #924 holding.
  • Prospera Financial Services first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 15 quarters since.
  • Prospera Financial Services's Public Service Enterprise Group position peaked at $730K in Q2 2025.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.