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Cooper Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Cooper Financial Group’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
-2,697
Closed -$219K – 477
2026
Q2 		$219K Sell
2,697
-37
-1% -$2.96K 0.02% 418
2026
Q1 		$221K Buy
+2,734
New +$224K 0.02% 389

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Cooper Financial Group's PEG Position: Q3 2026 in Review

Cooper Financial Group sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,697 shares — an estimated $219K sold.

Cooper Financial Group first reported a position in PEG in Q1 2026 and held it in 2 quarters. The position peaked at $221K in Q1 2026. 38 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Cooper Financial Group reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
  • Cooper Financial Group sold 2,697 Public Service Enterprise Group shares in Q3 2026, an estimated $219K.
  • Cooper Financial Group first reported a position in Public Service Enterprise Group in Q1 2026 and held it in 2 quarters.
  • Cooper Financial Group's Public Service Enterprise Group position peaked at $221K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.