AC
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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
Q3 		$432K Sell
6,027
-773
-11% -$58K 0.01% 538
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Apella Capital's PEG Position: Q3 2026 in Review

Apella Capital reduced its Public Service Enterprise Group (PEG) stake by 11% in Q3 2026, selling an estimated $58K and leaving 6,027 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #538.

Apella Capital first reported a position in PEG in Q3 2023 and has held it in 13 quarters since. The position peaked at $556K in Q2 2026. 41 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Apella Capital held 6,027 shares of Public Service Enterprise Group worth $432K as of Q3 2026.
  • Apella Capital sold 773 Public Service Enterprise Group shares in Q3 2026, an estimated $58K.
  • Public Service Enterprise Group made up 0.01% of Apella Capital's portfolio in Q3 2026, its #538 holding.
  • Apella Capital first reported a position in Public Service Enterprise Group in Q3 2023 and has held it in 13 quarters since.
  • Apella Capital's Public Service Enterprise Group position peaked at $556K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.