SFI
PEG icon

SPC Financial Inc’s Public Service Enterprise Group PEG Stock Holding History

SPC Financial Inc’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
2025
Q3 		$894K Sell
10,712
-266
-2% -$22.3K 0.07% 123
2025
Q2 		$924K Buy
10,978
+70
+0.6% +$5.65K 0.08% 120
2025
Q1 		$898K Sell
10,908
-294
-3% -$24.5K 0.08% 119
2024
Q4 		$946K Buy
11,202
+306
+3% +$27.1K 0.08% 114
2024
Q3 		$972K Buy
10,896
+885
+9% +$70.6K 0.09% 111
2024
Q2 		$738K Buy
10,011
+2,158
+27% +$153K 0.07% 119
2024
Q1 		$524K Buy
7,853
+300
+4% +$18.4K 0.05% 150
2023
Q4 		$462K Hold
7,553
– – 0.05% 155
2023
Q3 		$430K Buy
7,553
+1,000
+15% +$61.4K 0.05% 151
2023
Q2 		$410K Buy
6,553
+200
+3% +$12.5K 0.04% 158
2023
Q1 		$397K Hold
6,353
– – 0.05% 147
2022
Q4 		$389K Buy
6,353
+100
+2% +$5.8K 0.05% 145
2022
Q3 		$352K Buy
6,253
+400
+7% +$25.8K 0.04% 144
2022
Q2 		$370K Buy
5,853
+58
+1% +$3.94K 0.05% 145
2022
Q1 		$406K Buy
5,795
+342
+6% +$22.6K 0.05% 140
2021
Q4 		$364K Hold
5,453
– – 0.04% 146
2021
Q3 		$332K Hold
5,453
– – 0.04% 137
2021
Q2 		$326K Hold
5,453
– – 0.04% 139
2021
Q1 		$328K Buy
5,453
+100
+2% +$5.77K 0.04% 130
2020
Q4 		$312K Hold
5,353
– – 0.04% 133
2020
Q3 		$294K Hold
5,353
– – 0.05% 119
2020
Q2 		$263K Hold
5,353
– – 0.05% 119
2020
Q1 		$240K Sell
5,353
-2,000
-27% -$108K 0.06% 122
2019
Q4 		$434K Hold
7,353
– – 0.08% 98
2019
Q3 		$456K Buy
7,353
+1,253
+21% +$74.8K 0.1% 88
2019
Q2 		$359K Sell
6,100
-212
-3% -$12.6K 0.07% 105
2019
Q1 		$375K Hold
6,312
– – 0.08% 100
2018
Q4 		$329K Hold
6,312
– – 0.09% 96
2018
Q3 		$333K Hold
6,312
– – 0.07% 105
2018
Q2 		$342K Hold
6,312
– – 0.07% 104
2018
Q1 		$317K Buy
6,312
+200
+3% +$9.82K 0.07% 102
2017
Q4 		$315K Hold
6,112
– – 0.07% 99
2017
Q3 		$283K Buy
6,112
+200
+3% +$9.06K 0.07% 103
2017
Q2 		$254K Hold
5,912
– – 0.07% 98
2017
Q1 		$262K Hold
5,912
– – 0.07% 98
2016
Q4 		$259K Buy
+5,912
New +$247K 0.08% 99
2016
Q1 		– Sell
-30,850
Closed -$1.19M – 115
2015
Q4 		$1.19M Sell
30,850
-8,850
-22% -$355K 0.47% 47
2015
Q3 		$1.67M Sell
39,700
-1,628
-4% -$66.4K 0.72% 39
2015
Q2 		$1.62M Sell
41,328
-100
-0.2% -$4.15K 0.45% 48
2015
Q1 		$1.74M Sell
41,428
-200
-0.5% -$8.35K 0.48% 50
2014
Q4 		$1.72M Sell
41,628
-550
-1% -$22.1K 0.5% 50
2014
Q3 		$1.57M Sell
42,178
-600
-1% -$22.2K 0.46% 51
2014
Q2 		$1.75M Sell
42,778
-150
-0.3% -$5.83K 0.49% 53
2014
Q1 		$1.64M Buy
42,928
+650
+2% +$22.4K 0.5% 54
2013
Q4 		$1.35M Hold
42,278
– – 0.42% 51
2013
Q3 		$1.39M Buy
42,278
+2,928
+7% +$96.9K 0.49% 49
2013
Q2 		$1.28M Buy
+39,350
New +$1.35M 0.5% 50

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

SPC Financial Inc's PEG Position: Q3 2025 in Review

SPC Financial Inc reduced its Public Service Enterprise Group (PEG) stake by 2.4% in Q3 2025, selling an estimated $22.3K and leaving 10,712 shares worth $894K. The position accounts for 0.07% of the portfolio, ranked #123.

SPC Financial Inc first reported a position in PEG in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.75M in Q2 2014. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • SPC Financial Inc held 10,712 shares of Public Service Enterprise Group worth $894K as of Q3 2025.
  • SPC Financial Inc sold 266 Public Service Enterprise Group shares in Q3 2025, an estimated $22.3K.
  • Public Service Enterprise Group made up 0.07% of SPC Financial Inc's portfolio in Q3 2025, its #123 holding.
  • SPC Financial Inc first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 47 quarters since.
  • SPC Financial Inc's Public Service Enterprise Group position peaked at $1.75M in Q2 2014.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.