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

Tilson Financial Group’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 		$1.22M Buy
14,977
+452
+3% +$36.1K 0.33% 33
2026
Q1 		$1.18M Buy
14,525
+7
+0% +$574 0.35% 33
2025
Q4 		$1.17M Buy
14,518
+3
+0% +$245 0.36% 35
2025
Q3 		$1.21M Buy
14,515
+4
+0% +$336 0.4% 33
2025
Q2 		$1.22M Buy
14,511
+2
+0% +$161 0.46% 30
2025
Q1 		$1.19M Buy
14,509
+2,280
+19% +$190K 0.47% 31
2024
Q4 		$1.03M Buy
12,229
+12
+0.1% +$1.06K 0.42% 32
2024
Q3 		$1.09M Buy
+12,217
New +$975K 0.47% 30
2024
Q2 		– Sell
-10,456
Closed -$698K – 57
2024
Q1 		$698K Sell
10,456
-6
-0.1% -$367 0.38% 37
2023
Q4 		$640K Buy
10,462
+8
+0.1% +$492 0.41% 34
2023
Q3 		$595K Buy
+10,454
New +$642K 0.47% 38
2023
Q2 		– Sell
-10,449
Closed -$653K – 48
2023
Q1 		$653K Sell
10,449
-80
-0.8% -$4.85K 0.53% 35
2022
Q4 		$645K Buy
+10,529
New +$611K 0.55% 35

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

Tilson Financial Group's PEG Position: Q2 2026 in Review

Tilson Financial Group increased its Public Service Enterprise Group (PEG) stake by 3.1% in Q2 2026, buying an estimated $36.1K and bringing the position to 14,977 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #33.

Tilson Financial Group first reported a position in PEG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.22M in Q2 2025. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Tilson Financial Group held 14,977 shares of Public Service Enterprise Group worth $1.22M as of Q2 2026.
  • Tilson Financial Group bought 452 Public Service Enterprise Group shares in Q2 2026, an estimated $36.1K.
  • Public Service Enterprise Group made up 0.33% of Tilson Financial Group's portfolio in Q2 2026, its #33 holding.
  • Tilson Financial Group first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 13 quarters since.
  • Tilson Financial Group's Public Service Enterprise Group position peaked at $1.22M in Q2 2025.
  • 1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.