Alteri Wealth’s Public Service Enterprise Group PEG Stock Holding History

Alteri Wealth’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 Q2	$639K	Buy	7,870 +291	+4%	+$23.2K	0.18%	139
2026 Q1	$614K	Sell	7,579 -1,747	-19%	-$143K	0.2%	130
2025 Q4	$749K	Buy	9,326 +1,092	+13%	+$89.1K	0.24%	99
2025 Q3	$687K	Buy	8,234 +400	+5%	+$33.6K	0.24%	105
2025 Q2	$659K	Buy	7,834 +1,302	+20%	+$105K	0.26%	100
2025 Q1	$538K	Buy	6,532 +2,122	+48%	+$177K	0.24%	104
2024 Q4	$373K	Buy	+4,410	New	+$390K	0.1%	158

Other funds holding PEG

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's PEG Position: Q2 2026 in Review

Alteri Wealth increased its Public Service Enterprise Group (PEG) stake by 3.8% in Q2 2026, buying an estimated $23.2K and bringing the position to 7,870 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #139.

Alteri Wealth first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $749K in Q4 2025. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Alteri Wealth held 7,870 shares of Public Service Enterprise Group worth $639K as of Q2 2026.
Alteri Wealth bought 291 Public Service Enterprise Group shares in Q2 2026, an estimated $23.2K.
Public Service Enterprise Group made up 0.18% of Alteri Wealth's portfolio in Q2 2026, its #139 holding.
Alteri Wealth first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Public Service Enterprise Group position peaked at $749K in Q4 2025.
551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.