UB
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UMB Bank’s Public Service Enterprise Group PEG Stock Holding History

UMB Bank’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
Q1 		$1.03M Sell
12,711
-900
-7% -$73.8K 0.01% 355
2025
Q4 		$1.09M Buy
13,611
+1,157
+9% +$94.4K 0.01% 345
2025
Q3 		$1.04M Buy
12,454
+91
+0.7% +$7.63K 0.02% 321
2025
Q2 		$1.04M Buy
12,363
+139
+1% +$11.2K 0.02% 319
2025
Q1 		$1.01M Buy
12,224
+3,382
+38% +$282K 0.02% 324
2024
Q4 		$747K Buy
8,842
+682
+8% +$60.4K 0.01% 356
2024
Q3 		$728K Buy
8,160
+109
+1% +$8.7K 0.01% 361
2024
Q2 		$593K Buy
8,051
+201
+3% +$14.3K 0.01% 381
2024
Q1 		$524K Sell
7,850
-400
-5% -$24.5K 0.01% 402
2023
Q4 		$504K Sell
8,250
-300
-4% -$18.4K 0.01% 419
2023
Q3 		$487K Hold
8,550
– – 0.01% 410
2023
Q2 		$535K Sell
8,550
-62
-0.7% -$3.87K 0.01% 409
2023
Q1 		$538K Sell
8,612
-816
-9% -$49.4K 0.01% 403
2022
Q4 		$578K Buy
9,428
+202
+2% +$11.7K 0.01% 399
2022
Q3 		$518K Sell
9,226
-276
-3% -$17.8K 0.01% 434
2022
Q2 		$601K Hold
9,502
– – 0.01% 440
2022
Q1 		$665K Sell
9,502
-553
-5% -$36.6K 0.01% 442
2021
Q4 		$671K Buy
10,055
+1,507
+18% +$95.4K 0.01% 440
2021
Q3 		$521K Sell
8,548
-398
-4% -$24.9K 0.01% 292
2021
Q2 		$534K Buy
8,946
+802
+10% +$49.5K 0.01% 286
2021
Q1 		$491K Buy
8,144
+566
+7% +$32.6K 0.01% 284
2020
Q4 		$442K Sell
7,578
-213
-3% -$12.4K 0.01% 284
2020
Q3 		$383K Hold
7,791
– – 0.01% 274
2020
Q2 		$383K Sell
7,791
-1,710
-18% -$85.2K 0.01% 274
2020
Q1 		$426K Sell
9,501
-236
-2% -$12.7K 0.02% 255
2019
Q4 		$575K Buy
9,737
+30
+0.3% +$1.82K 0.02% 257
2019
Q3 		$602 Buy
9,707
+89
+0.9% +$5.31K 0.01% 261
2019
Q2 		$566 Sell
9,618
-386
-4% -$23K 0.01% 257
2019
Q1 		$594K Sell
10,004
-47
-0.5% -$2.63K 0.02% 250
2018
Q4 		$523 Sell
10,051
-2,640
-21% -$142K 0.02% 240
2018
Q3 		$670K Buy
12,691
+299
+2% +$15.6K 0.02% 238
2018
Q2 		$671K Sell
12,392
-999
-7% -$51.3K 0.02% 233
2018
Q1 		$672K Buy
13,391
+2,863
+27% +$141K 0.02% 230
2017
Q4 		$543K Buy
10,528
+818
+8% +$41.2K 0.02% 243
2017
Q3 		$449K Sell
9,710
-220
-2% -$9.96K 0.02% 250
2017
Q2 		$427K Buy
9,930
+504
+5% +$22.3K 0.01% 253
2017
Q1 		$418K Hold
9,426
– – 0.01% 253
2016
Q4 		$414K Sell
9,426
-94
-1% -$3.92K 0.02% 251
2016
Q3 		$399K Sell
9,520
-431
-4% -$19K 0.02% 260
2016
Q2 		$464K Hold
9,951
– – 0.02% 239
2016
Q1 		$469K Hold
9,951
– – 0.02% 242
2015
Q4 		$385K Hold
9,951
– – 0.02% 260
2015
Q3 		$419K Hold
9,951
– – 0.02% 210
2015
Q2 		$391 Buy
9,951
+1,008
+11% +$41.8K 0.02% 232
2015
Q1 		$375 Sell
8,943
-14
-0.2% -$585 0.02% 232
2014
Q4 		$371K Buy
8,957
+819
+10% +$33K 0.02% 230
2014
Q3 		$303 Buy
+8,138
New +$301K 0.01% 246

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UMB Bank's PEG Position: Q1 2026 in Review

UMB Bank reduced its Public Service Enterprise Group (PEG) stake by 6.6% in Q1 2026, selling an estimated $73.8K and leaving 12,711 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #355.

UMB Bank first reported a position in PEG in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.09M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • UMB Bank held 12,711 shares of Public Service Enterprise Group worth $1.03M as of Q1 2026.
  • UMB Bank sold 900 Public Service Enterprise Group shares in Q1 2026, an estimated $73.8K.
  • Public Service Enterprise Group made up 0.01% of UMB Bank's portfolio in Q1 2026, its #355 holding.
  • UMB Bank first reported a position in Public Service Enterprise Group in Q3 2014 and has held it in 47 quarters since.
  • UMB Bank's Public Service Enterprise Group position peaked at $1.09M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.