SFG
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Sovereign Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Sovereign Financial Group’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 		$817K Buy
10,072
+56
+0.6% +$4.47K 0.12% 155
2026
Q1 		$811K Sell
10,016
-16
-0.2% -$1.31K 0.14% 136
2025
Q4 		$806K Sell
10,032
-14
-0.1% -$1.14K 0.14% 136
2025
Q3 		$838K Buy
10,046
+6
+0.1% +$503 0.16% 123
2025
Q2 		$845K Sell
10,040
-456
-4% -$36.8K 0.17% 112
2025
Q1 		$864K Sell
10,496
-61
-0.6% -$5.09K 0.2% 97
2024
Q4 		$892K Sell
10,557
-2
-0% -$177 0.2% 93
2024
Q3 		$942K Sell
10,559
-63
-0.6% -$5.03K 0.22% 86
2024
Q2 		$783K Buy
10,622
+69
+0.7% +$4.9K 0.2% 101
2024
Q1 		$705K Sell
10,553
-531
-5% -$32.5K 0.19% 109
2023
Q4 		$678K Buy
11,084
+228
+2% +$14K 0.21% 93
2023
Q3 		$618K Buy
10,856
+776
+8% +$47.7K 0.22% 97
2023
Q2 		$631K Buy
10,080
+907
+10% +$56.6K 0.21% 116
2023
Q1 		$573K Buy
9,173
+313
+4% +$19K 0.21% 115
2022
Q4 		$543K Buy
8,860
+919
+12% +$53.3K 0.21% 117
2022
Q3 		$447K Buy
7,941
+145
+2% +$9.34K 0.18% 113
2022
Q2 		$493K Buy
7,796
+91
+1% +$6.19K 0.19% 111
2022
Q1 		$539K Buy
7,705
+927
+14% +$61.4K 0.2% 109
2021
Q4 		$452K Buy
6,778
+521
+8% +$33K 0.18% 119
2021
Q3 		$381K Buy
6,257
+6
+0.1% +$375 0.22% 101
2021
Q2 		$376K Hold
6,251
– – 0.23% 91
2021
Q1 		$376K Buy
6,251
+220
+4% +$12.7K 0.23% 89
2020
Q4 		$352K Buy
+6,031
New +$351K 0.25% 79

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

Sovereign Financial Group's PEG Position: Q2 2026 in Review

Sovereign Financial Group increased its Public Service Enterprise Group (PEG) stake by 0.56% in Q2 2026, buying an estimated $4.47K and bringing the position to 10,072 shares worth $817K. The position accounts for 0.12% of the portfolio, ranked #155.

Sovereign Financial Group first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $942K in Q3 2024. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Sovereign Financial Group held 10,072 shares of Public Service Enterprise Group worth $817K as of Q2 2026.
  • Sovereign Financial Group bought 56 Public Service Enterprise Group shares in Q2 2026, an estimated $4.47K.
  • Public Service Enterprise Group made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #155 holding.
  • Sovereign Financial Group first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Public Service Enterprise Group position peaked at $942K in Q3 2024.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.