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

Aprio 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
Q2 		$229K Buy
2,820
+163
+6% +$13K 0.01% 585
2026
Q1 		$215K Buy
+2,657
New +$218K 0.01% 584
2025
Q2 		– Sell
-2,649
Closed -$218K – 427
2025
Q1 		$218K Buy
+2,649
New +$221K 0.03% 342

Other funds holding PEG

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aprio Wealth Management's PEG Position: Q2 2026 in Review

Aprio Wealth Management increased its Public Service Enterprise Group (PEG) stake by 6.1% in Q2 2026, buying an estimated $13K and bringing the position to 2,820 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #585.

Aprio Wealth Management first reported a position in PEG in Q1 2025 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Aprio Wealth Management held 2,820 shares of Public Service Enterprise Group worth $229K as of Q2 2026.
  • Aprio Wealth Management bought 163 Public Service Enterprise Group shares in Q2 2026, an estimated $13K.
  • Public Service Enterprise Group made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #585 holding.
  • Aprio Wealth Management first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.