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Root Financial Partners’s Public Service Enterprise Group PEG Stock Holding History

Root Financial Partners’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 		$81K Sell
1,000
-48
-5% -$3.94K ﹤0.01% 656
2025
Q4 		$84.2K Buy
1,048
+108
+11% +$8.81K ﹤0.01% 529
2025
Q3 		$78.5K Buy
+940
New +$78.8K ﹤0.01% 521

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

Root Financial Partners's PEG Position: Q1 2026 in Review

Root Financial Partners reduced its Public Service Enterprise Group (PEG) stake by 4.6% in Q1 2026, selling an estimated $3.94K and leaving 1,000 shares worth $81K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Root Financial Partners first reported a position in PEG in Q3 2025 and has held it in 3 quarters since. The position peaked at $84.2K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Root Financial Partners held 1,000 shares of Public Service Enterprise Group worth $81K as of Q1 2026.
  • Root Financial Partners sold 48 Public Service Enterprise Group shares in Q1 2026, an estimated $3.94K.
  • Public Service Enterprise Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #656 holding.
  • Root Financial Partners first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Public Service Enterprise Group position peaked at $84.2K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.