Toth Financial Advisory’s Public Service Enterprise Group PEG Stock Holding History

Toth Financial Advisory’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	$45.5K	Sell	560 -1	-0.2%	-$80	﹤0.01%	394
2026 Q1	$45.4K	Hold	561	–	–	0.01%	373
2025 Q4	$45K	Buy	561 +1	+0.2%	+$82	﹤0.01%	373
2025 Q3	$46.7K	Hold	560	–	–	0.01%	360
2025 Q2	$47.1K	Hold	560	–	–	0.01%	315
2025 Q1	$46.1K	Hold	560	–	–	0.01%	303
2024 Q4	$47.3K	Hold	560	–	–	0.01%	304
2024 Q3	$50K	Hold	560	–	–	0.01%	295
2024 Q2	$41.3K	Hold	560	–	–	0.01%	309
2024 Q1	$37.4K	Hold	560	–	–	﹤0.01%	321
2023 Q4	$34.2K	Hold	560	–	–	﹤0.01%	327
2023 Q3	$31.9K	Hold	560	–	–	﹤0.01%	314
2023 Q2	$35.1K	Hold	560	–	–	0.01%	314
2023 Q1	$35K	Hold	560	–	–	0.01%	315
2022 Q4	$34.3K	Hold	560	–	–	0.01%	321
2022 Q3	$31K	Hold	560	–	–	0.01%	326
2022 Q2	$35K	Hold	560	–	–	0.01%	310
2022 Q1	$39K	Hold	560	–	–	0.01%	311
2021 Q4	$37K	Hold	560	–	–	0.01%	319
2021 Q3	$34K	Hold	560	–	–	0.01%	341
2021 Q2	$33K	Hold	560	–	–	0.01%	313
2021 Q1	$34K	Sell	560 -40	-7%	-$2.31K	0.01%	319
2020 Q4	$35K	Hold	600	–	–	0.01%	282
2020 Q3	$33K	Hold	600	–	–	0.01%	266
2020 Q2	$29K	Sell	600 -400	-40%	-$19.9K	0.01%	253
2020 Q1	$45K	Hold	1,000	–	–	0.01%	185
2019 Q4	$59K	Hold	1,000	–	–	0.01%	205
2019 Q3	$62K	Hold	1,000	–	–	0.01%	216
2019 Q2	$59K	Hold	1,000	–	–	0.01%	214
2019 Q1	$59K	Hold	1,000	–	–	0.01%	205
2018 Q4	$52K	Hold	1,000	–	–	0.01%	181
2018 Q3	$53K	Hold	1,000	–	–	0.01%	206
2018 Q2	$54K	Hold	1,000	–	–	0.01%	207
2018 Q1	$50K	Hold	1,000	–	–	0.01%	212
2017 Q4	$52K	Buy	+1,000	New	+$50.4K	0.01%	207

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

Toth Financial Advisory's PEG Position: Q2 2026 in Review

Toth Financial Advisory reduced its Public Service Enterprise Group (PEG) stake by 0.18% in Q2 2026, selling an estimated $80 and leaving 560 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Toth Financial Advisory first reported a position in PEG in Q4 2017 and has held it in 35 quarters since. The position peaked at $62K in Q3 2019. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Toth Financial Advisory held 560 shares of Public Service Enterprise Group worth $45.5K as of Q2 2026.
Toth Financial Advisory sold 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
Public Service Enterprise Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #394 holding.
Toth Financial Advisory first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Public Service Enterprise Group position peaked at $62K in Q3 2019.
1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.