AC
PEG icon

Apella Capital’s Public Service Enterprise Group PEG Stock Holding History

Apella Capital’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 		$556K Sell
6,800
-5
-0.1% -$399 0.01% 456
2026
Q1 		$555K Buy
6,805
+273
+4% +$22.4K 0.01% 447
2025
Q4 		$525K Buy
6,532
+1,185
+22% +$96.7K 0.01% 355
2025
Q3 		$451K Buy
5,347
+64
+1% +$5.37K 0.01% 341
2025
Q2 		$435K Sell
5,283
-135
-2% -$10.9K 0.01% 309
2025
Q1 		$443K Buy
5,418
+144
+3% +$12K 0.02% 266
2024
Q4 		$446K Buy
5,274
+291
+6% +$25.8K 0.02% 245
2024
Q3 		$454K Buy
4,983
+17
+0.3% +$1.36K 0.02% 223
2024
Q2 		$375K Sell
4,966
-422
-8% -$30K 0.02% 230
2024
Q1 		$362K Sell
5,388
-1,016
-16% -$62.2K 0.02% 223
2023
Q4 		$396K Buy
6,404
+31
+0.5% +$1.91K 0.02% 206
2023
Q3 		$363K Buy
+6,373
New +$392K 0.03% 195

Other funds holding PEG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Apella Capital's PEG Position: Q2 2026 in Review

Apella Capital reduced its Public Service Enterprise Group (PEG) stake by 0.07% in Q2 2026, selling an estimated $399 and leaving 6,800 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #456.

Apella Capital first reported a position in PEG in Q3 2023 and has held it in 12 quarters since. 620 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Apella Capital held 6,800 shares of Public Service Enterprise Group worth $556K as of Q2 2026.
  • Apella Capital sold 5 Public Service Enterprise Group shares in Q2 2026, an estimated $399.
  • Public Service Enterprise Group made up 0.01% of Apella Capital's portfolio in Q2 2026, its #456 holding.
  • Apella Capital first reported a position in Public Service Enterprise Group in Q3 2023 and has held it in 12 quarters since.
  • 620 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.