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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Univest Financial's PEG Position: Q1 2026 in Review

Univest Financial reduced its Public Service Enterprise Group (PEG) stake by 0.7% in Q1 2026, selling an estimated $1.8K and leaving 3,116 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #235.

Univest Financial first reported a position in PEG in Q1 2019 and has held it in 13 quarters since. The position peaked at $283K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold PEG as of Q1 2026.

Univest Financial held 3,116 shares of Public Service Enterprise Group worth $252K as of Q1 2026.
Univest Financial sold 22 Public Service Enterprise Group shares in Q1 2026, an estimated $1.8K.
Public Service Enterprise Group made up 0.01% of Univest Financial's portfolio in Q1 2026, its #235 holding.
Univest Financial first reported a position in Public Service Enterprise Group in Q1 2019 and has held it in 13 quarters since.
Univest Financial's Public Service Enterprise Group position peaked at $283K in Q3 2024.
1,283 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.