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Roxbury Financial’s Public Service Enterprise Group PEG Stock Holding History

Roxbury Financial’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 		$88.5K Buy
1,090
+867
+389% +$69.3K 0.07% 152
2026
Q1 		$18K Hold
223
– – 0.02% 268
2025
Q4 		$17.9K Hold
223
– – 0.02% 263
2025
Q3 		$18.6K Hold
223
– – 0.02% 254
2025
Q2 		$18.8K Sell
223
-51
-19% -$4.11K 0.02% 251
2025
Q1 		$22.2K Sell
274
-8
-3% -$667 0.02% 234
2024
Q4 		$26.7K Buy
+282
New +$25K 0.03% 220

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

Roxbury Financial's PEG Position: Q2 2026 in Review

Roxbury Financial increased its Public Service Enterprise Group (PEG) stake by 389% in Q2 2026, buying an estimated $69.3K and bringing the position to 1,090 shares worth $88.5K. The position accounts for 0.07% of the portfolio, ranked #152.

Roxbury Financial first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. 363 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Roxbury Financial held 1,090 shares of Public Service Enterprise Group worth $88.5K as of Q2 2026.
  • Roxbury Financial bought 867 Public Service Enterprise Group shares in Q2 2026, an estimated $69.3K.
  • Public Service Enterprise Group made up 0.07% of Roxbury Financial's portfolio in Q2 2026, its #152 holding.
  • Roxbury Financial first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • 363 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.