Able Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Able Wealth Management’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	$529K	Sell	7,699 -1,016	-12%	-$76.2K	0.12%	81
2026 Q2	$598K	Buy	8,715 +1,060	+14%	+$84.7K	0.14%	72
2026 Q1	$592K	Sell	7,655 -95	-1%	-$7.79K	0.16%	75
2025 Q4	$579K	Buy	7,750 +182	+2%	+$14.8K	0.18%	65
2025 Q3	$607K	Buy	7,568 +99	+1%	+$8.3K	0.23%	64
2025 Q2	$620K	Buy	7,469 +37	+0.5%	+$2.98K	0.31%	54
2025 Q1	$612K	Buy	7,432 +12	+0.2%	+$1K	0.36%	56
2024 Q4	$627K	Buy	7,420 +6	+0.1%	+$531	0.41%	53
2024 Q3	$661K	Buy	7,414 +1	+0%	+$80	0.5%	46
2024 Q2	$546K	Sell	7,413 -382	-5%	-$27.1K	0.45%	44
2024 Q1	$521K	Buy	7,795 +14	+0.2%	+$857	0.45%	39
2023 Q4	$476K	Buy	+7,781	New	+$478K	0.43%	42

Other funds holding PEG

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Able Wealth Management's PEG Position: Q3 2026 in Review

Able Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 12% in Q3 2026, selling an estimated $76.2K and leaving 7,699 shares worth $529K. The position accounts for 0.12% of the portfolio, ranked #81.

Able Wealth Management first reported a position in PEG in Q4 2023 and has held it in 12 quarters since. The position peaked at $661K in Q3 2024. 336 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Able Wealth Management held 7,699 shares of Public Service Enterprise Group worth $529K as of Q3 2026.
Able Wealth Management sold 1,016 Public Service Enterprise Group shares in Q3 2026, an estimated $76.2K.
Public Service Enterprise Group made up 0.12% of Able Wealth Management's portfolio in Q3 2026, its #81 holding.
Able Wealth Management first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 12 quarters since.
Able Wealth Management's Public Service Enterprise Group position peaked at $661K in Q3 2024.
336 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.