Birchbrook’s Public Service Enterprise Group PEG Stock Holding History

Birchbrook’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	$37.8K	Hold	466	–	–	0.02%	143
2026 Q1	$37.7K	Hold	466	–	–	0.02%	139
2025 Q4	$37.4K	Hold	466	–	–	0.02%	137
2025 Q3	$38.9K	Hold	466	–	–	0.02%	133
2025 Q2	$39.2K	Sell	466 -85	-15%	-$6.86K	0.02%	132
2025 Q1	$45.3K	Hold	551	–	–	0.03%	123
2024 Q4	$46.6K	Hold	551	–	–	0.03%	126
2024 Q3	$49.2K	Hold	551	–	–	0.03%	119
2024 Q2	$40.6K	Hold	551	–	–	0.02%	128
2024 Q1	$36.8K	Hold	551	–	–	0.02%	136
2023 Q4	$33.7K	Buy	+551	New	+$33.9K	0.02%	139

Other funds holding PEG

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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Birchbrook's PEG Position: Q2 2026 in Review

Birchbrook held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 466 shares worth $37.8K. The position accounts for 0.02% of the portfolio, ranked #143.

Birchbrook first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $49.2K in Q3 2024. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Birchbrook held 466 shares of Public Service Enterprise Group worth $37.8K as of Q2 2026.
Birchbrook left its Public Service Enterprise Group share count unchanged in Q2 2026.
Public Service Enterprise Group made up 0.02% of Birchbrook's portfolio in Q2 2026, its #143 holding.
Birchbrook first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Public Service Enterprise Group position peaked at $49.2K in Q3 2024.
551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.