EWP
PEG icon

Elevation Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Elevation Wealth Partners’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 		$20.3K Sell
301
-43
-13% -$3.23K 0.01% 677
2026
Q2 		$27.9K Buy
344
+243
+241% +$19.4K 0.01% 476
2026
Q1 		$8.18K Hold
101
– – ﹤0.01% 571
2025
Q4 		$8.11K Buy
101
+64
+173% +$5.22K ﹤0.01% 524
2025
Q3 		$3.09K Buy
+37
New +$3.1K ﹤0.01% 560

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
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Elevation Wealth Partners's PEG Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 13% in Q3 2026, selling an estimated $3.23K and leaving 301 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #677.

Elevation Wealth Partners first reported a position in PEG in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.9K in Q2 2026. 43 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Elevation Wealth Partners held 301 shares of Public Service Enterprise Group worth $20.3K as of Q3 2026.
  • Elevation Wealth Partners sold 43 Public Service Enterprise Group shares in Q3 2026, an estimated $3.23K.
  • Public Service Enterprise Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #677 holding.
  • Elevation Wealth Partners first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Public Service Enterprise Group position peaked at $27.9K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.