UFPG
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United Financial Planning Group’s Public Service Enterprise Group PEG Stock Holding History

United Financial Planning Group’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 		– Sell
-48
Closed -$3.89K – 517
2026
Q1 		$3.89K Buy
+48
New +$3.94K ﹤0.01% 360

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

United Financial Planning Group's PEG Position: Q2 2026 in Review

United Financial Planning Group sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 48 shares — an estimated $3.89K sold.

United Financial Planning Group first reported a position in PEG in Q1 2026 and held it in 1 quarter. The position peaked at $3.89K in Q1 2026. 1,312 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • United Financial Planning Group reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 48 Public Service Enterprise Group shares in Q2 2026, an estimated $3.89K.
  • United Financial Planning Group first reported a position in Public Service Enterprise Group in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Public Service Enterprise Group position peaked at $3.89K in Q1 2026.
  • 1,312 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.