Caliber Wealth Management (Kansas)’s Public Service Enterprise Group PEG Stock Holding History

Caliber Wealth Management (Kansas)’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	$220K	Sell	2,705 -201	-7%	-$16.1K	0.02%	279
2026 Q1	$235K	Sell	2,906 -664	-19%	-$54.4K	0.03%	247
2025 Q4	$287K	Sell	3,570 -27,154	-88%	-$2.22M	0.03%	221
2025 Q3	$2.56M	Buy	30,724 +747	+2%	+$62.7K	0.29%	78
2025 Q2	$2.52M	Buy	29,977 +1,084	+4%	+$87.4K	0.27%	83
2025 Q1	$2.38M	Buy	+28,893	New	+$2.41M	0.32%	81

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s PEG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Public Service Enterprise Group (PEG) stake by 6.9% in Q2 2026, selling an estimated $16.1K and leaving 2,705 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #279.

Caliber Wealth Management (Kansas) first reported a position in PEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.56M in Q3 2025. 627 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Caliber Wealth Management (Kansas) held 2,705 shares of Public Service Enterprise Group worth $220K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 201 Public Service Enterprise Group shares in Q2 2026, an estimated $16.1K.
Public Service Enterprise Group made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #279 holding.
Caliber Wealth Management (Kansas) first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s Public Service Enterprise Group position peaked at $2.56M in Q3 2025.
627 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.