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Aventura Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Aventura Private Wealth’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 		$3K Buy
+37
New +$2.96K ﹤0.01% 762
2025
Q2 		– Sell
-7
Closed -$576 – 822
2025
Q1 		$576 Hold
7
– – ﹤0.01% 704
2024
Q4 		$591 Buy
+7
New +$620 ﹤0.01% 679

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Aventura Private Wealth's PEG Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 37 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Aventura Private Wealth previously reported a position in PEG as recently as Q1 2025.

Aventura Private Wealth first reported a position in PEG in Q4 2024 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Aventura Private Wealth held 37 shares of Public Service Enterprise Group worth $3K as of Q2 2026.
  • Public Service Enterprise Group was a new Aventura Private Wealth position in Q2 2026.
  • Public Service Enterprise Group made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #762 holding.
  • Aventura Private Wealth first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.