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 Q3	$438K	Buy	6,500 +1,834	+39%	+$138K	0.03%	167
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $47.2B AUM 26.24% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brandywine Oak Private Wealth's PEG Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Public Service Enterprise Group (PEG) stake by 39% in Q3 2026, buying an estimated $138K and bringing the position to 6,500 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #167.

Brandywine Oak Private Wealth first reported a position in PEG in Q4 2018 and has held it in 32 quarters since. The position peaked at $962K in Q3 2024. 807 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Brandywine Oak Private Wealth held 6,500 shares of Public Service Enterprise Group worth $438K as of Q3 2026.
Brandywine Oak Private Wealth bought 1,834 Public Service Enterprise Group shares in Q3 2026, an estimated $138K.
Public Service Enterprise Group made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #167 holding.
Brandywine Oak Private Wealth first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 32 quarters since.
Brandywine Oak Private Wealth's Public Service Enterprise Group position peaked at $962K in Q3 2024.
807 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.