Richardson Financial Services
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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
Q3 		$117K Sell
1,735
-70
-4% -$5.25K 0.07% 221
2026
Q2 		$146K Buy
1,805
+70
+4% +$5.59K 0.08% 193
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Richardson Financial Services's PEG Position: Q3 2026 in Review

Richardson Financial Services reduced its Public Service Enterprise Group (PEG) stake by 3.9% in Q3 2026, selling an estimated $5.25K and leaving 1,735 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #221.

Richardson Financial Services first reported a position in PEG in Q4 2023 and has held it in 12 quarters since. The position peaked at $185K in Q4 2024. 1,058 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Richardson Financial Services held 1,735 shares of Public Service Enterprise Group worth $117K as of Q3 2026.
  • Richardson Financial Services sold 70 Public Service Enterprise Group shares in Q3 2026, an estimated $5.25K.
  • Public Service Enterprise Group made up 0.07% of Richardson Financial Services's portfolio in Q3 2026, its #221 holding.
  • Richardson Financial Services first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 12 quarters since.
  • Richardson Financial Services's Public Service Enterprise Group position peaked at $185K in Q4 2024.
  • 1,058 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.