SF
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Summit Financial’s Public Service Enterprise Group PEG Stock Holding History

Summit Financial’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 		$680K Buy
8,396
+2,274
+37% +$186K 0.01% 908
2025
Q4 		$492K Sell
6,122
-361
-6% -$29.4K 0.01% 895
2025
Q3 		$541K Sell
6,483
-4
-0.1% -$336 0.01% 865
2025
Q2 		$546K Buy
6,487
+321
+5% +$25.9K 0.01% 556
2025
Q1 		$507K Buy
6,166
+133
+2% +$11.1K 0.01% 511
2024
Q4 		$510K Buy
6,033
+630
+12% +$55.8K 0.02% 449
2024
Q3 		$482K Sell
5,403
-603
-10% -$48.1K 0.02% 378
2024
Q2 		$443K Buy
+6,006
New +$427K 0.02% 347

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

Summit Financial's PEG Position: Q1 2026 in Review

Summit Financial increased its Public Service Enterprise Group (PEG) stake by 37% in Q1 2026, buying an estimated $186K and bringing the position to 8,396 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #908.

Summit Financial first reported a position in PEG in Q2 2024 and has held it in 8 quarters since. 1,285 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • Summit Financial held 8,396 shares of Public Service Enterprise Group worth $680K as of Q1 2026.
  • Summit Financial bought 2,274 Public Service Enterprise Group shares in Q1 2026, an estimated $186K.
  • Public Service Enterprise Group made up 0.01% of Summit Financial's portfolio in Q1 2026, its #908 holding.
  • Summit Financial first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 8 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.