PEG β€” PUBLIC SVC ENTERPRISE GRP IN

Ownership history in RDA Financial Network  Β·  2 quarters on record

AI Ownership Summary

RDA Financial Network reported PUBLIC SVC ENTERPRISE GRP IN (PEG) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows PEG at 0.12% 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 RDA Financial Network's position in PUBLIC SVC ENTERPRISE GRP IN, 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 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

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

Time in book
Holding Window
2025 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.

How RDA Financial Network held PEG β€” position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,789 +2,059 +55.2% 0.12% $469K 2026-04-08 $82.70
2025 Q4 INITIATED 3,730 β€” β€” 0.07% $300K 2026-01-06 $77.97

FAQ About RDA Financial Network and PEG

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

How long has RDA Financial Network reported owning PEG?

RDA Financial Network reported PEG across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported PEG position in RDA Financial Network's portfolio?

The largest reported portfolio weight for PEG was 0.12% in 2026 Q1.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2026 Q1, when RDA Financial Network reported 5,789 shares, equal to 0.12% of portfolio, with an estimated market value of $469K.

What does the chart on this PEG ownership page compare?

The chart compares RDA Financial Network'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.

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