UCFA
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United Capital Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

United Capital 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
Q1 		$8.6M Buy
106,226
+1,936
+2% +$159K 0.05% 260
2025
Q4 		$8.37M Buy
104,290
+90,713
+668% +$7.4M 0.05% 275
2025
Q3 		$1.13M Buy
13,577
+284
+2% +$23.8K 0.01% 605
2025
Q2 		$1.12M Buy
13,293
+91
+0.7% +$7.34K 0.01% 560
2025
Q1 		$1.09M Sell
13,202
-18
-0.1% -$1.5K 0.01% 549
2024
Q4 		$1.12M Buy
13,220
+311
+2% +$27.5K 0.01% 525
2024
Q3 		$1.15M Buy
12,909
+155
+1% +$12.4K 0.01% 510
2024
Q2 		$940K Sell
12,754
-165
-1% -$11.7K 0.01% 542
2024
Q1 		$863K Sell
12,919
-13
-0.1% -$796 0.01% 595
2023
Q4 		$791K Buy
12,932
+5,653
+78% +$347K 0.01% 608
2023
Q3 		$414K Sell
7,279
-5,629
-44% -$346K ﹤0.01% 674
2023
Q2 		$808K Sell
12,908
-938
-7% -$58.6K ﹤0.01% 593
2023
Q1 		$865K Sell
13,846
-1,147
-8% -$69.5K ﹤0.01% 614
2022
Q4 		$919K Buy
14,993
+303
+2% +$17.6K 0.01% 622
2022
Q3 		$826K Buy
14,690
+1,779
+14% +$115K ﹤0.01% 651
2022
Q2 		$817K Buy
12,911
+166
+1% +$11.3K ﹤0.01% 671
2022
Q1 		$892K Sell
12,745
-1,891
-13% -$125K ﹤0.01% 689
2021
Q4 		$977K Buy
14,636
+526
+4% +$33.3K ﹤0.01% 684
2021
Q3 		$859K Sell
14,110
-1,490
-10% -$93K ﹤0.01% 714
2021
Q2 		$932K Sell
15,600
-715
-4% -$44.2K ﹤0.01% 715
2021
Q1 		$982K Sell
16,315
-226
-1% -$13K 0.01% 678
2020
Q4 		$964K Buy
16,541
+319
+2% +$18.6K 0.01% 686
2020
Q3 		$891K Sell
16,222
-1,220
-7% -$64.6K 0.01% 694
2020
Q2 		$857K Buy
17,442
+7,682
+79% +$383K 0.01% 709
2020
Q1 		$438K Sell
9,760
-2,351
-19% -$127K ﹤0.01% 863
2019
Q4 		$715K Buy
12,111
+1,201
+11% +$72.8K ﹤0.01% 887
2019
Q3 		$677K Sell
10,910
-2,600
-19% -$155K ﹤0.01% 858
2019
Q2 		$795K Buy
13,510
+614
+5% +$36.6K 0.01% 887
2019
Q1 		$766K Sell
12,896
-800
-6% -$44.7K 0.01% 850
2018
Q4 		$713K Buy
13,696
+1,036
+8% +$55.8K 0.01% 802
2018
Q3 		$668K Buy
12,660
+4,989
+65% +$261K ﹤0.01% 895
2018
Q2 		$415K Sell
7,671
-7,292
-49% -$375K ﹤0.01% 979
2018
Q1 		$739K Sell
14,963
-6,806
-31% -$334K 0.01% 848
2017
Q4 		$1.12M Buy
21,769
+4,861
+29% +$245K 0.01% 754
2017
Q3 		$782K Sell
16,908
-757
-4% -$34.3K 0.01% 836
2017
Q2 		$760K Sell
17,665
-2,294
-11% -$101K 0.01% 837
2017
Q1 		$885K Buy
19,959
+1,648
+9% +$72.8K 0.01% 775
2016
Q4 		$803K Sell
18,311
-2,839
-13% -$118K 0.01% 804
2016
Q3 		$886K Sell
21,150
-962
-4% -$42.4K 0.01% 806
2016
Q2 		$1.04M Sell
22,112
-4,157
-16% -$189K 0.01% 724
2016
Q1 		$1.24M Sell
26,269
-4,304
-14% -$183K 0.01% 649
2015
Q4 		$1.18M Sell
30,573
-5,907
-16% -$237K 0.01% 651
2015
Q3 		$1.54M Sell
36,480
-2,198
-6% -$89.7K 0.02% 577
2015
Q2 		$1.52M Buy
38,678
+17,667
+84% +$733K 0.02% 639
2015
Q1 		$873K Buy
21,011
+9,889
+89% +$413K 0.01% 756
2014
Q4 		$461K Buy
11,122
+853
+8% +$34.3K 0.01% 848
2014
Q3 		$382K Sell
10,269
-191
-2% -$7.06K 0.01% 866
2014
Q2 		$427K Buy
10,460
+4,963
+90% +$193K 0.01% 707
2014
Q1 		$210K Buy
+5,497
New +$190K ﹤0.01% 861

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

United Capital Financial Advisors's PEG Position: Q1 2026 in Review

United Capital Financial Advisors increased its Public Service Enterprise Group (PEG) stake by 1.9% in Q1 2026, buying an estimated $159K and bringing the position to 106,226 shares worth $8.6M. The position accounts for 0.05% of the portfolio, ranked #260.

United Capital Financial Advisors first reported a position in PEG in Q1 2014 and has held it in 49 quarters since. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

  • United Capital Financial Advisors held 106,226 shares of Public Service Enterprise Group worth $8.6M as of Q1 2026.
  • United Capital Financial Advisors bought 1,936 Public Service Enterprise Group shares in Q1 2026, an estimated $159K.
  • Public Service Enterprise Group made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #260 holding.
  • United Capital Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2014 and has held it in 49 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.