RPGK
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Retirement Planning Group (Kansas)’s Public Service Enterprise Group PEG Stock Holding History

Retirement Planning Group (Kansas)’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 		$330K Buy
4,082
+260
+7% +$21.3K 0.01% 371
2025
Q4 		$307K Buy
3,822
+27
+0.7% +$2.2K 0.01% 337
2025
Q3 		$317K Buy
3,795
+20
+0.5% +$1.68K 0.01% 320
2025
Q2 		$318K Buy
3,775
+37
+1% +$2.98K 0.01% 253
2025
Q1 		$308K Sell
3,738
-16
-0.4% -$1.33K 0.01% 250
2024
Q4 		$317K Buy
3,754
+16
+0.4% +$1.42K 0.02% 232
2024
Q3 		$333K Buy
+3,738
New +$298K 0.02% 211

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Retirement Planning Group (Kansas)'s PEG Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Public Service Enterprise Group (PEG) stake by 6.8% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,082 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #371.

Retirement Planning Group (Kansas) first reported a position in PEG in Q3 2024 and has held it in 7 quarters since. The position peaked at $333K in Q3 2024. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Retirement Planning Group (Kansas) held 4,082 shares of Public Service Enterprise Group worth $330K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 260 Public Service Enterprise Group shares in Q1 2026, an estimated $21.3K.
  • Public Service Enterprise Group made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #371 holding.
  • Retirement Planning Group (Kansas) first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 7 quarters since.
  • Retirement Planning Group (Kansas)'s Public Service Enterprise Group position peaked at $333K in Q3 2024.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.