Sterling Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Sterling Financial Planning’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	$269K	Sell	3,314 -17	-0.5%	-$1.36K	0.07%	106
2026 Q1	$270K	Hold	3,331	–	–	0.08%	101
2025 Q4	$267K	Hold	3,331	–	–	0.08%	100
2025 Q3	$278K	Hold	3,331	–	–	0.09%	98
2025 Q2	$280K	Sell	3,331 -108	-3%	-$8.71K	0.09%	93
2025 Q1	$283K	Buy	+3,439	New	+$287K	0.1%	89
2021 Q4	–	Sell	-1,324	Closed	-$81K	–	299
2021 Q3	$81K	Hold	1,324	–	–	0.05%	141
2021 Q2	$79K	Sell	1,324 -682	-34%	-$42.1K	0.05%	136
2021 Q1	$121K	Sell	2,006 -1,159	-37%	-$66.9K	0.09%	100
2020 Q4	$185K	Buy	+3,165	New	+$184K	0.15%	75

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sterling Financial Planning's PEG Position: Q2 2026 in Review

Sterling Financial Planning reduced its Public Service Enterprise Group (PEG) stake by 0.51% in Q2 2026, selling an estimated $1.36K and leaving 3,314 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #106.

Sterling Financial Planning first reported a position in PEG in Q4 2020 and has held it in 10 quarters since. The position peaked at $283K in Q1 2025. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Sterling Financial Planning held 3,314 shares of Public Service Enterprise Group worth $269K as of Q2 2026.
Sterling Financial Planning sold 17 Public Service Enterprise Group shares in Q2 2026, an estimated $1.36K.
Public Service Enterprise Group made up 0.07% of Sterling Financial Planning's portfolio in Q2 2026, its #106 holding.
Sterling Financial Planning first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 10 quarters since.
Sterling Financial Planning's Public Service Enterprise Group position peaked at $283K in Q1 2025.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.