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

Accurate 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 		$783K Buy
11,109
+2,023
+22% +$152K 0.07% 276
2026
Q2 		$732K Buy
9,086
+1,447
+19% +$116K 0.07% 271
2026
Q1 		$635K Buy
7,639
+611
+9% +$50.1K 0.08% 262
2025
Q4 		$553K Buy
7,028
+383
+6% +$31.2K 0.07% 284
2025
Q3 		$548K Buy
6,645
+481
+8% +$40.3K 0.07% 277
2025
Q2 		$506K Buy
6,164
+210
+4% +$16.9K 0.08% 265
2025
Q1 		$489K Buy
5,954
+761
+15% +$63.5K 0.09% 211
2024
Q4 		$438K Buy
5,193
+322
+7% +$28.5K 0.08% 221
2024
Q3 		$430K Buy
4,871
+700
+17% +$55.9K 0.09% 226
2024
Q2 		$311K Buy
4,171
+17
+0.4% +$1.21K 0.07% 231
2024
Q1 		$273K Buy
4,154
+120
+3% +$7.35K 0.08% 229
2023
Q4 		$243K Sell
4,034
-286
-7% -$17.6K 0.08% 236
2023
Q3 		$263K Buy
4,320
+625
+17% +$38.4K 0.08% 211
2023
Q2 		$236K Buy
3,695
+218
+6% +$13.6K 0.07% 236
2023
Q1 		$220K Buy
3,477
+436
+14% +$26.4K 0.08% 232
2022
Q4 		$194K Buy
+3,041
New +$177K 0.07% 214

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Accurate Wealth Management increased its Public Service Enterprise Group (PEG) stake by 22% in Q3 2026, buying an estimated $152K and bringing the position to 11,109 shares worth $783K. The position accounts for 0.07% of the portfolio, ranked #276.

Accurate Wealth Management first reported a position in PEG in Q4 2022 and has held it in 16 quarters since. 670 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Accurate Wealth Management held 11,109 shares of Public Service Enterprise Group worth $783K as of Q3 2026.
  • Accurate Wealth Management bought 2,023 Public Service Enterprise Group shares in Q3 2026, an estimated $152K.
  • Public Service Enterprise Group made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #276 holding.
  • Accurate Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and has held it in 16 quarters since.
  • 670 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.