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

Brandywine Oak 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	$379K	Sell	4,666 -34	-0.7%	-$2.72K	0.03%	179
2026 Q1	$380K	Sell	4,700 -1,000	-18%	-$82K	0.03%	171
2025 Q4	$458K	Sell	5,700 -300	-5%	-$24.5K	0.04%	157
2025 Q3	$501K	Hold	6,000	–	–	0.04%	151
2025 Q2	$505K	Sell	6,000 -400	-6%	-$32.3K	0.05%	147
2025 Q1	$527K	Sell	6,400 -4,381	-41%	-$366K	0.05%	142
2024 Q4	$911K	Hold	10,781	–	–	0.09%	106
2024 Q3	$962K	Hold	10,781	–	–	0.09%	106
2024 Q2	$795K	Hold	10,781	–	–	0.08%	109
2024 Q1	$720K	Hold	10,781	–	–	0.08%	120
2023 Q4	$659K	Sell	10,781 -894	-8%	-$54.9K	0.07%	124
2023 Q3	$664K	Sell	11,675 -1,200	-9%	-$73.7K	0.08%	121
2023 Q2	$806K	Hold	12,875	–	–	0.09%	110
2023 Q1	$804K	Hold	12,875	–	–	0.09%	112
2022 Q4	$789K	Hold	12,875	–	–	0.1%	116
2022 Q3	$723K	Hold	12,875	–	–	0.1%	122
2022 Q2	$814K	Hold	12,875	–	–	0.1%	126
2022 Q1	$901K	Hold	12,875	–	–	0.1%	137
2021 Q4	$859K	Hold	12,875	–	–	0.09%	150
2021 Q3	$784K	Buy	12,875 +7,400	+135%	+$462K	0.09%	152
2021 Q2	$327K	Buy	5,475 +200	+4%	+$12.4K	0.04%	237
2021 Q1	$317K	Hold	5,275	–	–	0.05%	196
2020 Q4	$307K	Hold	5,275	–	–	0.05%	191
2020 Q3	$289K	Hold	5,275	–	–	0.05%	189
2020 Q2	$259K	Sell	5,275 -945	-15%	-$47.1K	0.05%	193
2020 Q1	$279K	Hold	6,220	–	–	0.06%	171
2019 Q4	$367K	Hold	6,220	–	–	0.07%	153
2019 Q3	$386K	Hold	6,220	–	–	0.07%	132
2019 Q2	$365K	Hold	6,220	–	–	0.07%	138
2019 Q1	$369K	Hold	6,220	–	–	0.08%	125
2018 Q4	$323K	Buy	+6,220	New	+$335K	0.07%	136

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

Brandywine Oak Private Wealth's PEG Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its Public Service Enterprise Group (PEG) stake by 0.72% in Q2 2026, selling an estimated $2.72K and leaving 4,666 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #179.

Brandywine Oak Private Wealth first reported a position in PEG in Q4 2018 and has held it in 31 quarters since. The position peaked at $962K in Q3 2024. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Brandywine Oak Private Wealth held 4,666 shares of Public Service Enterprise Group worth $379K as of Q2 2026.
Brandywine Oak Private Wealth sold 34 Public Service Enterprise Group shares in Q2 2026, an estimated $2.72K.
Public Service Enterprise Group made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #179 holding.
Brandywine Oak Private Wealth first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's Public Service Enterprise Group position peaked at $962K in Q3 2024.
551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.