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

Atticus 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 		$619K Sell
9,188
-2,455
-21% -$184K 0.14% 93
2026
Q2 		$945K Buy
11,643
+507
+5% +$40.5K 0.22% 71
2026
Q1 		$901K Buy
11,136
+146
+1% +$12K 0.24% 66
2025
Q4 		$882K Sell
10,990
-219
-2% -$17.9K 0.22% 68
2025
Q3 		$935K Buy
11,209
+2,482
+28% +$208K 0.24% 63
2025
Q2 		$735K Buy
8,727
+4,375
+101% +$353K 0.2% 66
2025
Q1 		$358K Hold
4,352
– – 0.12% 88
2024
Q4 		$368K Sell
4,352
-74
-2% -$6.55K 0.11% 83
2024
Q3 		$395K Buy
4,426
+74
+2% +$5.91K 0.13% 81
2024
Q2 		$321K Hold
4,352
– – 0.1% 89
2024
Q1 		$291K Hold
4,352
– – 0.1% 100
2023
Q4 		$266K Hold
4,352
– – 0.09% 105
2023
Q3 		$248K Hold
4,352
– – 0.09% 112
2023
Q2 		$272K Hold
4,352
– – 0.1% 111
2023
Q1 		$272K Hold
4,352
– – 0.1% 110
2022
Q4 		$267K Hold
4,352
– – 0.11% 109
2022
Q3 		$275K Hold
4,352
– – 0.13% 97
2022
Q2 		$275K Sell
4,352
-9
-0.2% -$612 0.11% 112
2022
Q1 		$305K Buy
4,361
+9
+0.2% +$596 0.11% 112
2021
Q4 		$290K Hold
4,352
– – 0.11% 109
2021
Q3 		$265K Buy
+4,352
New +$272K 0.12% 90

Other funds holding PEG

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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Atticus Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 21% in Q3 2026, selling an estimated $184K and leaving 9,188 shares worth $619K. The position accounts for 0.14% of the portfolio, ranked #93.

Atticus Wealth Management first reported a position in PEG in Q3 2021 and has held it in 21 quarters since. The position peaked at $945K in Q2 2026. 586 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Atticus Wealth Management held 9,188 shares of Public Service Enterprise Group worth $619K as of Q3 2026.
  • Atticus Wealth Management sold 2,455 Public Service Enterprise Group shares in Q3 2026, an estimated $184K.
  • Public Service Enterprise Group made up 0.14% of Atticus Wealth Management's portfolio in Q3 2026, its #93 holding.
  • Atticus Wealth Management first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 21 quarters since.
  • Atticus Wealth Management's Public Service Enterprise Group position peaked at $945K in Q2 2026.
  • 586 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.