Rothwell Investment Advisors, LLC’s Public Service Enterprise Group PEG Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$30.5K	Buy	+453	New	+$34K	0.02%	522

Other funds holding PEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's PEG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Public Service Enterprise Group (PEG) in Q3 2026: 453 shares worth $30.5K. The stake represents 0.02% of the portfolio and ranks #522 among its holdings.

787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Rothwell Investment Advisors, LLC held 453 shares of Public Service Enterprise Group worth $30.5K as of Q3 2026.
Public Service Enterprise Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Public Service Enterprise Group made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #522 holding.
787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.