Cypress Wealth Services’s Public Service Enterprise Group PEG Stock Holding History

Cypress Wealth Services’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	-2,687	Closed	-$218K	–	448
2026 Q2	$218K	Buy	2,687 +10	+0.4%	+$799	0.03%	399
2026 Q1	$217K	Buy	2,677 +10	+0.4%	+$820	0.03%	364
2025 Q4	$214K	Buy	2,667 +70	+3%	+$5.71K	0.03%	367
2025 Q3	$217K	Buy	2,597 +6	+0.2%	+$503	0.04%	314
2025 Q2	$218K	Buy	2,591 +22	+0.9%	+$1.77K	0.04%	288
2025 Q1	$211K	Sell	2,569 -19	-0.7%	-$1.58K	0.04%	268
2024 Q4	$219K	Buy	2,588 +36	+1%	+$3.19K	0.04%	251
2024 Q3	$228K	Buy	+2,552	New	+$204K	0.05%	242

Other funds holding PEG

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

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Cypress Wealth Services's PEG Position: Q3 2026 in Review

Cypress Wealth Services sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,687 shares — an estimated $218K sold.

Cypress Wealth Services first reported a position in PEG in Q3 2024 and held it in 8 quarters. The position peaked at $228K in Q3 2024. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Cypress Wealth Services reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
Cypress Wealth Services sold 2,687 Public Service Enterprise Group shares in Q3 2026, an estimated $218K.
Cypress Wealth Services first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 8 quarters.
Cypress Wealth Services's Public Service Enterprise Group position peaked at $228K in Q3 2024.
787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.