Number of Shares
2.17 Mil
Current Holdings Value*
$178.80 Mil
% of Portfolio
1.1%
Total Estimate Gain
$53.86 Mil
% of Total Estimate Gain
39.07%

MFS Mid Cap Value Fund's Public Service Enterprise Group Inc Holding Summary

As of 2025-03-31, MFS SERIES TRUST XI held 2.17 Mil shares of Public Service Enterprise Group Inc(PEG), totaling $178.80 Mil. This investment constitutes 1.1% of their stock portfolio, and MFS SERIES TRUST XI now holds 0.44% of the outstanding Public Service Enterprise Group Inc(PEG) stock.

The initial trade took place in 2019Q3. And since then MFS Mid Cap Value Fund has made 11 purchases of PEG, at an average price of $59.16, for a total of 2.33 Mil shares. In addition, there have been 6 sales at an average price of $65.17 for 157,550.00 shares. Based on historical transaction data and PEG's current price of $83.52, MFS Mid Cap Value Fund's estimated gain on his PEG holdings is $53.86 Mil, reflecting a 39.07% gain to date.

MFS Mid Cap Value Fund PEG ($83.52) Holding Chart

MFS Mid Cap Value Fund PEG ($83.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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