Bernardo Wealth Planning’s Public Service Enterprise Group PEG Stock Holding History

Bernardo Wealth Planning’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	-2,807	Closed	-$228K	–	150
2026 Q2	$228K	Sell	2,807 -13	-0.5%	-$1.04K	0.04%	129
2026 Q1	$228K	Sell	2,820 -1	-0%	-$82	0.04%	117
2025 Q4	$227K	Buy	2,821 +18	+0.6%	+$1.47K	0.04%	118
2025 Q3	$234K	Buy	2,803 +15	+0.5%	+$1.26K	0.05%	111
2025 Q2	$235K	Buy	2,788 +12	+0.4%	+$968	0.05%	108
2025 Q1	$228K	Buy	2,776 +11	+0.4%	+$918	0.05%	104
2024 Q4	$233K	Buy	2,765 +5	+0.2%	+$443	0.06%	101
2024 Q3	$248K	Hold	2,760	–	–	0.06%	98
2024 Q2	$203K	Buy	+2,760	New	+$196K	0.05%	99
2022 Q2	–	Sell	-2,871	Closed	-$200K	–	92
2022 Q1	$200K	Buy	+2,871	New	+$190K	0.1%	85

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bernardo Wealth Planning's PEG Position: Q3 2026 in Review

Bernardo Wealth Planning sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,807 shares — an estimated $228K sold.

Bernardo Wealth Planning first reported a position in PEG in Q1 2022 and held it in 10 quarters. The position peaked at $248K in Q3 2024. 305 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Bernardo Wealth Planning reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
Bernardo Wealth Planning sold 2,807 Public Service Enterprise Group shares in Q3 2026, an estimated $228K.
Bernardo Wealth Planning first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 10 quarters.
Bernardo Wealth Planning's Public Service Enterprise Group position peaked at $248K in Q3 2024.
305 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Bernardo Wealth Planning's 13F filing for Q3 2026, filed 23 Oct 2026.