Hickory Point Bank & Trust PEG — PUBLIC SERVICE ENTERPRISE GROUP INC

Ownership history in Hickory Point Bank & Trust  ·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2024 Q4. The latest visible filing shows PEG at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in PUBLIC SERVICE ENTERPRISE GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PEG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PEG stock page Hickory Point Bank & Trust fund profile Hickory Point Bank & Trust full holdings
How Hickory Point Bank & Trust held PEG — position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 2,792 — 0% 0.15% $226K 2026-05-15 (Est.) $80.74
2025 Q4 UNCHANGED — — — 2,792 — 0% 0.16% $224K 2026-01-12 $77.97
2025 Q3 REDUCED — — — 2,792 -35 -1.2% 0.17% $233K 2025-10-06 $80.54
2025 Q2 REDUCED — — — 2,827 -13 -0.5% 0.19% $238K 2025-07-08 $79.68
2025 Q1 REDUCED — — — 2,840 -56 -1.9% 0.21% $234K 2025-04-14 $81.06
2024 Q4 INITIATED — — — 2,896 — — 0.22% $245K 2025-02-05 $80.82

🏢 Other funds also holding PEG

As of 2026 Q1 — sorted by position size

Hamlin Capital Management, LLC 3Y 7Y 4.44% High Point Wealth Management, LLC 3.47% Ausbil Investment Management Ltd 3Y 3.05% Edge Wealth Management LLC 3Y 7Y 1.66% Trium Capital LLP 3Y 1.12% First PREMIER Bank 3Y 7Y 0.99% Signature Wealth Management Partners, LLC 3Y 0.79% TOMPKINS FINANCIAL CORP 3Y 7Y 0.76% Neumann Capital Management, LLC 3Y 7Y 0.75% Capital Investment Counsel, LLC 0.75%

FAQ About Hickory Point Bank & Trust and PEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning PEG?

Hickory Point Bank & Trust reported PEG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PEG position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for PEG was 0.22% in 2024 Q4.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 2,792 shares, equal to 0.15% of portfolio, with an estimated market value of $226K.

What does the chart on this PEG ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly PEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hickory Point Bank & Trust time their PEG position?

Based on 13F filing dates vs. subsequent PEG price moves, Hickory Point Bank & Trust correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PEG relative to SPY over the holding period was -12.4%.

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