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Transamerica Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Transamerica Financial Advisors’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 		$15.4K Sell
189
-7
-4% -$559 ﹤0.01% 915
2026
Q1 		$15.9K Buy
196
+26
+15% +$2.13K ﹤0.01% 841
2025
Q4 		$13.7K Buy
170
+59
+53% +$4.81K ﹤0.01% 791
2025
Q3 		$9.26K Buy
111
+108
+3,600% +$9.06K ﹤0.01% 742
2025
Q2 		$189 Hold
3
– – ﹤0.01% 501
2025
Q1 		$1K Hold
3
– – ﹤0.01% 527
2024
Q4 		$1K Hold
3
– – ﹤0.01% 522
2024
Q3 		$1K Sell
3
-288
-99% -$23K ﹤0.01% 526
2024
Q2 		$22K Hold
291
– – ﹤0.01% 295
2024
Q1 		$20K Sell
291
-1,077
-79% -$66K ﹤0.01% 329
2023
Q4 		$84K Sell
1,368
-397
-22% -$24.4K 0.01% 281
2023
Q3 		$101K Sell
1,765
-233
-12% -$14.3K 0.01% 250
2023
Q2 		$126K Sell
1,998
-24
-1% -$1.5K 0.02% 241
2023
Q1 		$127K Sell
2,022
-2,456
-55% -$149K 0.02% 249
2022
Q4 		$275K Buy
4,478
+1
+0% +$58 0.04% 203
2022
Q3 		$252K Buy
4,477
+5
+0.1% +$322 0.04% 204
2022
Q2 		$283K Buy
+4,472
New +$304K 0.04% 201
2019
Q3 		– Sell
-4,918
Closed -$290K – 402
2019
Q2 		$290K Buy
+4,918
New +$293K 0.06% 145
2019
Q1 		– Sell
-5,195
Closed -$271K – 357
2018
Q4 		$271K Sell
5,195
-1,636
-24% -$88.1K 0.07% 140
2018
Q3 		$361K Sell
6,831
-381
-5% -$19.9K 0.08% 151
2018
Q2 		$391K Sell
7,212
-748
-9% -$38.4K 0.09% 138
2018
Q1 		$400K Buy
+7,960
New +$391K 0.06% 177
2014
Q4 		– Sell
-13,431
Closed -$501K – 754
2014
Q3 		$501K Sell
13,431
-908
-6% -$33.5K 0.05% 158
2014
Q2 		$579K Buy
14,339
+643
+5% +$25K 0.05% 163
2014
Q1 		$523K Buy
+13,696
New +$473K 0.05% 154

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Transamerica Financial Advisors's PEG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Public Service Enterprise Group (PEG) stake by 3.6% in Q2 2026, selling an estimated $559 and leaving 189 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Transamerica Financial Advisors first reported a position in PEG in Q1 2014 and has held it in 25 quarters since. The position peaked at $579K in Q2 2014. 1,304 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Transamerica Financial Advisors held 189 shares of Public Service Enterprise Group worth $15.4K as of Q2 2026.
  • Transamerica Financial Advisors sold 7 Public Service Enterprise Group shares in Q2 2026, an estimated $559.
  • Public Service Enterprise Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #915 holding.
  • Transamerica Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2014 and has held it in 25 quarters since.
  • Transamerica Financial Advisors's Public Service Enterprise Group position peaked at $579K in Q2 2014.
  • 1,304 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.