Berkshire Bank’s Public Service Enterprise Group PEG Stock Holding History

Berkshire Bank’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	$384K	Hold	4,733	–	–	0.07%	122
2026 Q1	$383K	Sell	4,733 -145	-3%	-$11.9K	0.08%	119
2025 Q4	$392K	Sell	4,878 -110	-2%	-$8.97K	0.08%	116
2025 Q3	$416K	Buy	4,988 +42	+0.8%	+$3.52K	0.09%	111
2025 Q2	$416K	Sell	4,946 -213	-4%	-$17.2K	0.1%	114
2025 Q1	$425K	Buy	5,159 +452	+10%	+$37.7K	0.1%	109
2024 Q4	$398K	Buy	4,707 +109	+2%	+$9.65K	0.09%	111
2024 Q3	$410K	Buy	4,598 +641	+16%	+$51.2K	0.1%	112
2024 Q2	$292K	Buy	3,957 +401	+11%	+$28.5K	0.07%	117
2024 Q1	$237K	Buy	+3,556	New	+$218K	0.06%	136

Other funds holding PEG

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Berkshire Bank's PEG Position: Q2 2026 in Review

Berkshire Bank held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 4,733 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #122.

Berkshire Bank first reported a position in PEG in Q1 2024 and has held it in 10 quarters since. The position peaked at $425K in Q1 2025. 586 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Berkshire Bank held 4,733 shares of Public Service Enterprise Group worth $384K as of Q2 2026.
Berkshire Bank left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.07% of Berkshire Bank's portfolio in Q2 2026, its #122 holding.
Berkshire Bank first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 10 quarters since.
Berkshire Bank's Public Service Enterprise Group position peaked at $425K in Q1 2025.
586 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.