Aprio Wealth Management
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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
Q3 		– Sell
-2,820
Closed -$229K – 667
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

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Aprio Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,820 shares — an estimated $229K sold.

Aprio Wealth Management first reported a position in PEG in Q1 2025 and held it in 3 quarters. The position peaked at $229K in Q2 2026. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Aprio Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,820 Public Service Enterprise Group shares in Q3 2026, an estimated $229K.
  • Aprio Wealth Management first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 3 quarters.
  • Aprio Wealth Management's Public Service Enterprise Group position peaked at $229K in Q2 2026.
  • 787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.