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Symphony Financial’s Public Service Enterprise Group PEG Stock Holding History

Symphony 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 		$407K Buy
4,947
+797
+19% +$63.7K 0.04% 223
2026
Q1 		$333K Sell
4,150
-412
-9% -$33.8K 0.04% 216
2025
Q4 		$369K Sell
4,562
-4,805
-51% -$392K 0.05% 202
2025
Q3 		$769K Sell
9,367
-117
-1% -$9.81K 0.09% 129
2025
Q2 		$744K Buy
9,484
+3,863
+69% +$312K 0.1% 125
2025
Q1 		$456K Sell
5,621
-10,868
-66% -$907K 0.27% 64
2024
Q4 		$1.46M Buy
16,489
+1,063
+7% +$94.1K 0.23% 83
2024
Q3 		$1.4M Buy
15,426
+2,284
+17% +$182K 0.23% 85
2024
Q2 		$969K Buy
+13,142
New +$934K 0.18% 97
2024
Q1 		– Sell
-10,620
Closed -$655K – 203
2023
Q4 		$655K Buy
+10,620
New +$653K 0.14% 114

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Symphony Financial's PEG Position: Q2 2026 in Review

Symphony Financial increased its Public Service Enterprise Group (PEG) stake by 19% in Q2 2026, buying an estimated $63.7K and bringing the position to 4,947 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #223.

Symphony Financial first reported a position in PEG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2024. 1,087 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Symphony Financial held 4,947 shares of Public Service Enterprise Group worth $407K as of Q2 2026.
  • Symphony Financial bought 797 Public Service Enterprise Group shares in Q2 2026, an estimated $63.7K.
  • Public Service Enterprise Group made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #223 holding.
  • Symphony Financial first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 10 quarters since.
  • Symphony Financial's Public Service Enterprise Group position peaked at $1.46M in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.