Edge Wealth Management
PEG icon

Edge Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Edge Wealth Management’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 		$8.06M Sell
119,242
-865
-0.7% -$64.9K 1.21% 21
2026
Q2 		$9.7M Buy
120,107
+385
+0.3% +$30.8K 1.64% 20
2026
Q1 		$9.7M Buy
119,722
+260
+0.2% +$21.3K 1.66% 22
2025
Q4 		$9.6M Sell
119,462
-999
-0.8% -$81.5K 1.69% 21
2025
Q3 		$10.1M Buy
120,461
+652
+0.5% +$54.7K 1.78% 22
2025
Q2 		$10.1M Buy
119,809
+1,676
+1% +$135K 1.94% 20
2025
Q1 		$9.7M Buy
118,133
+2,556
+2% +$213K 1.97% 22
2024
Q4 		$9.8M Sell
115,577
-1,271
-1% -$112K 1.98% 19
2024
Q3 		$10.4M Sell
116,848
-439
-0.4% -$35K 2.09% 21
2024
Q2 		$8.64M Sell
117,287
-3,139
-3% -$223K 1.82% 21
2024
Q1 		$8.04M Buy
120,426
+1,068
+0.9% +$65.4K 1.69% 22
2023
Q4 		$7.3M Buy
119,358
+750
+0.6% +$46.1K 1.6% 24
2023
Q3 		$6.75M Buy
118,608
+4,205
+4% +$258K 1.58% 23
2023
Q2 		$7.16M Buy
114,403
+5,811
+5% +$363K 1.56% 24
2023
Q1 		$6.78M Sell
108,592
-2,219
-2% -$134K 1.56% 24
2022
Q4 		$6.74M Sell
110,811
-15,910
-13% -$924K 1.57% 23
2022
Q3 		$7.15M Buy
126,721
+3,073
+2% +$198K 1.58% 24
2022
Q2 		$7.82M Sell
123,648
-516
-0.4% -$35.1K 1.69% 23
2022
Q1 		$8.69M Buy
124,164
+1,311
+1% +$86.8K 1.71% 24
2021
Q4 		$8.2M Buy
122,853
+2,302
+2% +$146K 1.5% 24
2021
Q3 		$7.34M Buy
120,551
+7,833
+7% +$489K 1.43% 24
2021
Q2 		$6.72M Buy
112,718
+604
+0.5% +$37.3K 1.37% 24
2021
Q1 		$6.75M Sell
112,114
-33,668
-23% -$1.94M 1.43% 27
2020
Q4 		$8.45M Buy
145,782
+37,898
+35% +$2.21M 1.92% 19
2020
Q3 		$5.92M Buy
+107,884
New +$5.71M 1.36% 28

Other funds holding PEG

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Edge Wealth Management's PEG Position: Q3 2026 in Review

Edge Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 0.72% in Q3 2026, selling an estimated $64.9K and leaving 119,242 shares worth $8.06M. The position accounts for 1.21% of the portfolio, ranked #21.

Edge Wealth Management first reported a position in PEG in Q3 2020 and has held it in 25 quarters since. The position peaked at $10.4M in Q3 2024. 182 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Edge Wealth Management held 119,242 shares of Public Service Enterprise Group worth $8.06M as of Q3 2026.
  • Edge Wealth Management sold 865 Public Service Enterprise Group shares in Q3 2026, an estimated $64.9K.
  • Public Service Enterprise Group made up 1.21% of Edge Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Edge Wealth Management first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 25 quarters since.
  • Edge Wealth Management's Public Service Enterprise Group position peaked at $10.4M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Edge Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.