Univest Financial’s Public Service Enterprise Group PEG Stock Holding History

Univest Financial’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	$252K	Sell	3,099 -17	-0.5%	-$1.36K	0.01%	248
2026 Q1	$252K	Sell	3,116 -22	-0.7%	-$1.8K	0.01%	235
2025 Q4	$252K	Hold	3,138	–	–	0.01%	242
2025 Q3	$262K	Sell	3,138 -25	-0.8%	-$2.1K	0.01%	237
2025 Q2	$266K	Hold	3,163	–	–	0.02%	235
2025 Q1	$260K	Sell	3,163 -6	-0.2%	-$501	0.02%	242
2024 Q4	$268K	Hold	3,169	–	–	0.02%	248
2024 Q3	$283K	Sell	3,169 -7	-0.2%	-$559	0.02%	243
2024 Q2	$234K	Hold	3,176	–	–	0.07%	127
2024 Q1	$212K	Buy	+3,176	New	+$195K	0.06%	126
2021 Q1	–	Sell	-3,522	Closed	-$206K	–	108
2020 Q4	$206K	Buy	+3,522	New	+$205K	0.06%	106
2019 Q4	–	Sell	-3,522	Closed	-$219K	–	124
2019 Q3	$219K	Hold	3,522	–	–	0.07%	105
2019 Q2	$207K	Hold	3,522	–	–	0.07%	107
2019 Q1	$209K	Buy	+3,522	New	+$197K	0.07%	110

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Univest Financial's PEG Position: Q2 2026 in Review

Univest Financial reduced its Public Service Enterprise Group (PEG) stake by 0.55% in Q2 2026, selling an estimated $1.36K and leaving 3,099 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #248.

Univest Financial first reported a position in PEG in Q1 2019 and has held it in 14 quarters since. The position peaked at $283K in Q3 2024. 1,311 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Univest Financial held 3,099 shares of Public Service Enterprise Group worth $252K as of Q2 2026.
Univest Financial sold 17 Public Service Enterprise Group shares in Q2 2026, an estimated $1.36K.
Public Service Enterprise Group made up 0.01% of Univest Financial's portfolio in Q2 2026, its #248 holding.
Univest Financial first reported a position in Public Service Enterprise Group in Q1 2019 and has held it in 14 quarters since.
Univest Financial's Public Service Enterprise Group position peaked at $283K in Q3 2024.
1,311 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.