Diversify Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Diversify Advisory 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	-2,754	Closed	-$218K	–	1354
2026 Q2	$218K	Buy	+2,754	New	+$220K	﹤0.01%	1170
2025 Q4	–	Sell	-4,253	Closed	-$346K	–	957
2025 Q3	$346K	Sell	4,253 -390	-8%	-$32.7K	0.01%	675
2025 Q2	$408K	Buy	4,643 +874	+23%	+$70.5K	0.02%	600
2025 Q1	$308K	Buy	+3,769	New	+$314K	0.02%	488

Other funds holding PEG

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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Diversify Advisory Services's PEG Position: Q3 2026 in Review

Diversify Advisory Services sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,754 shares — an estimated $218K sold.

Diversify Advisory Services first reported a position in PEG in Q1 2025 and held it in 4 quarters. The position peaked at $408K in Q2 2025. 215 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Diversify Advisory Services reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
Diversify Advisory Services sold 2,754 Public Service Enterprise Group shares in Q3 2026, an estimated $218K.
Diversify Advisory Services first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 4 quarters.
Diversify Advisory Services's Public Service Enterprise Group position peaked at $408K in Q2 2025.
215 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.