SRC
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Shufro Rose & Co’s Public Service Enterprise Group PEG Stock Holding History

Shufro Rose & Co’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 		$468K Sell
5,784
-400
-6% -$32.8K 0.03% 192
2025
Q4 		$497K Sell
6,184
-4
-0.1% -$326 0.03% 183
2025
Q3 		$509K Hold
6,188
– – 0.04% 182
2025
Q2 		$509K Hold
6,188
– – 0.04% 180
2025
Q1 		$509K Buy
6,188
+1,004
+19% +$83.8K 0.04% 181
2024
Q4 		$438K Sell
5,184
-3,400
-40% -$301K 0.03% 187
2024
Q3 		$633K Hold
8,584
– – 0.05% 149
2024
Q2 		$633K Hold
8,584
– – 0.05% 149
2024
Q1 		$573K Buy
8,584
+450
+6% +$27.6K 0.05% 155
2023
Q4 		$463K Sell
8,134
-600
-7% -$36.9K 0.04% 164
2023
Q3 		$497K Hold
8,734
– – 0.05% 160
2023
Q2 		$547K Sell
8,734
-500
-5% -$31.2K 0.05% 157
2023
Q1 		$577K Buy
9,234
+1,000
+12% +$60.6K 0.05% 157
2022
Q4 		$504K Hold
8,234
– – 0.04% 170
2022
Q3 		$463K Hold
8,234
– – 0.05% 168
2022
Q2 		$521K Buy
8,234
+261
+3% +$17.7K 0.05% 164
2022
Q1 		$558K Sell
7,973
-600
-7% -$39.7K 0.04% 169
2021
Q4 		$572K Hold
8,573
– – 0.04% 170
2021
Q3 		$522K Hold
8,573
– – 0.04% 166
2021
Q2 		$512K Sell
8,573
-800
-9% -$49.4K 0.04% 160
2021
Q1 		$564K Sell
9,373
-100
-1% -$5.77K 0.04% 155
2020
Q4 		$552K Sell
9,473
-500
-5% -$29.1K 0.05% 157
2020
Q3 		$548K Buy
9,973
+339
+4% +$18K 0.05% 149
2020
Q2 		$474K Sell
9,634
-600
-6% -$29.9K 0.05% 155
2020
Q1 		$460K Hold
10,234
– – 0.05% 148
2019
Q4 		$604K Hold
10,234
– – 0.05% 150
2019
Q3 		$635K Sell
10,234
-100
-1% -$5.97K 0.06% 140
2019
Q2 		$608K Hold
10,334
– – 0.06% 145
2019
Q1 		$614K Sell
10,334
-1,000
-9% -$55.9K 0.06% 148
2018
Q4 		$590K Sell
11,334
-700
-6% -$37.7K 0.07% 151
2018
Q3 		$635K Hold
12,034
– – 0.06% 157
2018
Q2 		$652K Sell
12,034
-3,300
-22% -$170K 0.06% 155
2018
Q1 		$770K Sell
15,334
-3,292
-18% -$162K 0.08% 139
2017
Q4 		$959K Sell
18,626
-1,266
-6% -$63.8K 0.09% 123
2017
Q3 		$920K Buy
19,892
+2,726
+16% +$123K 0.09% 127
2017
Q2 		$738K Sell
17,166
-200
-1% -$8.84K 0.08% 129
2017
Q1 		$770K Sell
17,366
-800
-4% -$35.3K 0.08% 131
2016
Q4 		$797K Sell
18,166
-100
-0.5% -$4.17K 0.09% 124
2016
Q3 		$765K Sell
18,266
-1,100
-6% -$48.5K 0.09% 123
2016
Q2 		$903K Sell
19,366
-26
-0.1% -$1.18K 0.1% 118
2016
Q1 		$914K Sell
19,392
-874
-4% -$37.1K 0.1% 122
2015
Q4 		$784K Hold
20,266
– – 0.09% 129
2015
Q3 		$854K Sell
20,266
-1,400
-6% -$57.1K 0.1% 120
2015
Q2 		$851K Hold
21,666
– – 0.09% 129
2015
Q1 		$908K Sell
21,666
-1,500
-6% -$62.6K 0.09% 125
2014
Q4 		$959K Sell
23,166
-1,834
-7% -$73.8K 0.1% 123
2014
Q3 		$931K Hold
25,000
– – 0.1% 124
2014
Q2 		$1.02M Sell
25,000
-4,200
-14% -$163K 0.1% 116
2014
Q1 		$1.11M Sell
29,200
-2,600
-8% -$89.8K 0.12% 106
2013
Q4 		$1.02M Buy
31,800
+300
+1% +$9.93K 0.11% 108
2013
Q3 		$1.04M Buy
31,500
+1,500
+5% +$49.6K 0.12% 103
2013
Q2 		$979K Buy
+30,000
New +$1.03M 0.12% 104

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

Shufro Rose & Co's PEG Position: Q1 2026 in Review

Shufro Rose & Co reduced its Public Service Enterprise Group (PEG) stake by 6.5% in Q1 2026, selling an estimated $32.8K and leaving 5,784 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #192.

Shufro Rose & Co first reported a position in PEG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.11M in Q1 2014. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Shufro Rose & Co held 5,784 shares of Public Service Enterprise Group worth $468K as of Q1 2026.
  • Shufro Rose & Co sold 400 Public Service Enterprise Group shares in Q1 2026, an estimated $32.8K.
  • Public Service Enterprise Group made up 0.03% of Shufro Rose & Co's portfolio in Q1 2026, its #192 holding.
  • Shufro Rose & Co first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 52 quarters since.
  • Shufro Rose & Co's Public Service Enterprise Group position peaked at $1.11M in Q1 2014.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.