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
Q2 		$768K Buy
9,458
+1,062
+13% +$84.8K 0.01% 939
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 $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

Summit Financial's PEG Position: Q2 2026 in Review

Summit Financial increased its Public Service Enterprise Group (PEG) stake by 13% in Q2 2026, buying an estimated $84.8K and bringing the position to 9,458 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #939.

Summit Financial first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Summit Financial held 9,458 shares of Public Service Enterprise Group worth $768K as of Q2 2026.
  • Summit Financial bought 1,062 Public Service Enterprise Group shares in Q2 2026, an estimated $84.8K.
  • Public Service Enterprise Group made up 0.01% of Summit Financial's portfolio in Q2 2026, its #939 holding.
  • Summit Financial first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.