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 Q3	$37.7K	Hold	560	–	–	﹤0.01%	409
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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Toth Financial Advisory's PEG Position: Q3 2026 in Review

Toth Financial Advisory held its Public Service Enterprise Group (PEG) position steady in Q3 2026 at 560 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Toth Financial Advisory first reported a position in PEG in Q4 2017 and has held it in 36 quarters since. The position peaked at $62K in Q3 2019. 41 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Toth Financial Advisory held 560 shares of Public Service Enterprise Group worth $37.7K as of Q3 2026.
Toth Financial Advisory left its Public Service Enterprise Group share count unchanged in Q3 2026.
Public Service Enterprise Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #409 holding.
Toth Financial Advisory first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 36 quarters since.
Toth Financial Advisory's Public Service Enterprise Group position peaked at $62K in Q3 2019.
41 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.