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

Richardson 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
Q1 		$140K Sell
1,735
-75
-4% -$6.15K 0.09% 187
2025
Q4 		$145K Sell
1,810
-180
-9% -$14.7K 0.05% 187
2025
Q3 		$166K Sell
1,990
-130
-6% -$10.9K 0.1% 162
2025
Q2 		$176K Sell
2,120
-40
-2% -$3.23K 0.12% 157
2025
Q1 		$178K Sell
2,160
-30
-1% -$2.5K 0.14% 151
2024
Q4 		$185K Sell
2,190
-190
-8% -$16.8K 0.13% 143
2024
Q3 		$175K Hold
2,380
– – 0.11% 159
2024
Q2 		$175K Sell
2,380
-225
-9% -$16K 0.13% 150
2024
Q1 		$174K Buy
2,605
+255
+11% +$15.6K 0.12% 155
2023
Q4 		$144K Buy
+2,350
New +$144K 0.13% 154

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

Richardson Financial Services's PEG Position: Q1 2026 in Review

Richardson Financial Services reduced its Public Service Enterprise Group (PEG) stake by 4.1% in Q1 2026, selling an estimated $6.15K and leaving 1,735 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #187.

Richardson Financial Services first reported a position in PEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $185K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Richardson Financial Services held 1,735 shares of Public Service Enterprise Group worth $140K as of Q1 2026.
  • Richardson Financial Services sold 75 Public Service Enterprise Group shares in Q1 2026, an estimated $6.15K.
  • Public Service Enterprise Group made up 0.09% of Richardson Financial Services's portfolio in Q1 2026, its #187 holding.
  • Richardson Financial Services first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Public Service Enterprise Group position peaked at $185K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.