Ellevest Inc’s Public Service Enterprise Group PEG Stock Holding History

Ellevest Inc’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	-5,919	Closed	-$480K	–	487
2026 Q2	$480K	Sell	5,919 -493	-8%	-$39.4K	0.06%	264
2026 Q1	$519K	Buy	6,412 +1,686	+36%	+$138K	0.07%	217
2025 Q4	$379K	Buy	+4,726	New	+$386K	0.05%	277
2023 Q2	–	Sell	-62	Closed	-$3.87K	–	1265
2023 Q1	$3.87K	Buy	+62	New	+$3.76K	﹤0.01%	1279
2020 Q4	–	Sell	-858	Closed	-$47K	–	1312
2020 Q3	$47K	Hold	858	–	–	0.01%	384
2020 Q2	$42K	Hold	858	–	–	0.01%	385
2020 Q1	$39K	Sell	858 -9	-1%	-$486	0.01%	279
2019 Q4	$51K	Buy	867 +858	+9,533%	+$52K	0.01%	189
2019 Q3	$1K	Buy	+9	New	+$537	﹤0.01%	445

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

Ellevest Inc's PEG Position: Q3 2026 in Review

Ellevest Inc sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 5,919 shares — an estimated $480K sold.

Ellevest Inc first reported a position in PEG in Q3 2019 and held it in 9 quarters. The position peaked at $519K in Q1 2026. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Ellevest Inc reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
Ellevest Inc sold 5,919 Public Service Enterprise Group shares in Q3 2026, an estimated $480K.
Ellevest Inc first reported a position in Public Service Enterprise Group in Q3 2019 and held it in 9 quarters.
Ellevest Inc's Public Service Enterprise Group position peaked at $519K in Q1 2026.
787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.