Accretive Wealth Partners
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Accretive Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Accretive Wealth Partners’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 		$213K Buy
+3,167
New +$238K 0.05% 160
2026
Q2 		– Sell
-3,705
Closed -$300K – 192
2026
Q1 		$300K Buy
+3,705
New +$304K 0.08% 142

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Dimensional Fund Advisors
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Hamlin Capital Management
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Pictet Asset Management
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Swedbank
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Mitsubishi UFJ Asset Management
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Accretive Wealth Partners's PEG Position: Q3 2026 in Review

Accretive Wealth Partners opened a new position in Public Service Enterprise Group (PEG) in Q3 2026: 3,167 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings. This is a return to the name: Accretive Wealth Partners previously reported a position in PEG as recently as Q1 2026.

Accretive Wealth Partners first reported a position in PEG in Q1 2026 and has held it in 2 quarters since. The position peaked at $300K in Q1 2026. 670 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Accretive Wealth Partners held 3,167 shares of Public Service Enterprise Group worth $213K as of Q3 2026.
  • Public Service Enterprise Group was a new Accretive Wealth Partners position in Q3 2026.
  • Public Service Enterprise Group made up 0.05% of Accretive Wealth Partners's portfolio in Q3 2026, its #160 holding.
  • Accretive Wealth Partners first reported a position in Public Service Enterprise Group in Q1 2026 and has held it in 2 quarters since.
  • Accretive Wealth Partners's Public Service Enterprise Group position peaked at $300K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.