RFP
PEG icon

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
Q2 		– Sell
-1,000
Closed -$81K – 2380
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 $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
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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Root Financial Partners's PEG Position: Q2 2026 in Review

Root Financial Partners sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 1,000 shares — an estimated $81K sold.

Root Financial Partners first reported a position in PEG in Q3 2025 and held it in 3 quarters. The position peaked at $84.2K in Q4 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Root Financial Partners reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,000 Public Service Enterprise Group shares in Q2 2026, an estimated $81K.
  • Root Financial Partners first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Public Service Enterprise Group position peaked at $84.2K in Q4 2025.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.