Aspiriant LLC’s Public Service Enterprise Group PEG Stock Holding History

Aspiriant LLC’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	$254K	Sell	3,779 -1,146	-23%	-$86K	0.01%	355
2026 Q2	$400K	Buy	4,925 +1,840	+60%	+$147K	0.01%	277
2026 Q1	$250K	Buy	+3,085	New	+$253K	0.01%	309
2024 Q4	–	Sell	-2,546	Closed	-$227K	–	306
2024 Q3	$227K	Buy	+2,546	New	+$203K	0.01%	266
2023 Q1	–	Sell	-3,414	Closed	-$209K	–	290
2022 Q4	$209K	Buy	+3,414	New	+$198K	0.01%	258
2022 Q3	–	Sell	-3,434	Closed	-$217K	–	274
2022 Q2	$217K	Sell	3,434 -47	-1%	-$3.2K	0.01%	253
2022 Q1	$244K	Buy	+3,481	New	+$230K	0.01%	247

Other funds holding PEG

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

First Horizon Corporation Memphis, Tennessee $2.62B AUM 17.6% 1-Year Est. Return

Aspiriant LLC's PEG Position: Q3 2026 in Review

Aspiriant LLC reduced its Public Service Enterprise Group (PEG) stake by 23% in Q3 2026, selling an estimated $86K and leaving 3,779 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #355.

Aspiriant LLC first reported a position in PEG in Q1 2022 and has held it in 7 quarters since. The position peaked at $400K in Q2 2026. 315 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Aspiriant LLC held 3,779 shares of Public Service Enterprise Group worth $254K as of Q3 2026.
Aspiriant LLC sold 1,146 Public Service Enterprise Group shares in Q3 2026, an estimated $86K.
Public Service Enterprise Group made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #355 holding.
Aspiriant LLC first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 7 quarters since.
Aspiriant LLC's Public Service Enterprise Group position peaked at $400K in Q2 2026.
315 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.