SFS
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Sowell Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Sowell Financial Services’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 		$209K Sell
2,573
-1,365
-35% -$109K 0.01% 1063
2026
Q1 		$319K Sell
3,938
-335
-8% -$27.5K 0.01% 815
2025
Q4 		$343K Sell
4,273
-252
-6% -$20.6K 0.01% 775
2025
Q3 		$378K Buy
4,525
+134
+3% +$11.2K 0.01% 733
2025
Q2 		$370K Buy
4,391
+769
+21% +$62K 0.02% 706
2025
Q1 		$298K Buy
+3,622
New +$302K 0.01% 770
2021
Q2 		– Sell
-4,840
Closed -$303K – 2077
2021
Q1 		$303K Buy
4,840
+2,615
+118% +$151K 0.01% 842
2020
Q4 		$130K Buy
2,225
+542
+32% +$31.6K 0.01% 1054
2020
Q3 		$92K Sell
1,683
-3,818
-69% -$202K ﹤0.01% 997
2020
Q2 		$270K Buy
5,501
+3,974
+260% +$198K 0.01% 629
2020
Q1 		$69K Sell
1,527
-812
-35% -$43.9K 0.01% 946
2019
Q4 		$138K Sell
2,339
-970
-29% -$58.8K 0.01% 821
2019
Q3 		$205K Buy
+3,309
New +$198K 0.02% 635
2017
Q1 		– Sell
-2,141
Closed -$93K – 494
2016
Q4 		$93K Buy
+2,141
New +$89.3K 0.03% 277

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Sowell Financial Services's PEG Position: Q2 2026 in Review

Sowell Financial Services reduced its Public Service Enterprise Group (PEG) stake by 35% in Q2 2026, selling an estimated $109K and leaving 2,573 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #1063.

Sowell Financial Services first reported a position in PEG in Q4 2016 and has held it in 14 quarters since. The position peaked at $378K in Q3 2025. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Sowell Financial Services held 2,573 shares of Public Service Enterprise Group worth $209K as of Q2 2026.
  • Sowell Financial Services sold 1,365 Public Service Enterprise Group shares in Q2 2026, an estimated $109K.
  • Public Service Enterprise Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1063 holding.
  • Sowell Financial Services first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 14 quarters since.
  • Sowell Financial Services's Public Service Enterprise Group position peaked at $378K in Q3 2025.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.