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

EPG 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 		$823K Buy
12,228
+748
+7% +$56.1K 0.19% 117
2026
Q2 		$932K Sell
11,480
-1,965
-15% -$157K 0.22% 109
2026
Q1 		$1.09M Buy
13,445
+461
+4% +$37.8K 0.3% 92
2025
Q4 		$1.04M Buy
12,984
+546
+4% +$44.5K 0.28% 96
2025
Q3 		$1.04M Buy
12,438
+237
+2% +$19.9K 0.29% 98
2025
Q2 		$1.03M Buy
12,201
+105
+0.9% +$8.47K 0.31% 95
2025
Q1 		$995K Buy
12,096
+306
+3% +$25.5K 0.28% 106
2024
Q4 		$996K Sell
11,790
-108
-0.9% -$9.6K 0.26% 105
2024
Q3 		$1.06M Buy
+11,898
New +$950K 0.27% 106
2024
Q2 		– Sell
-13,305
Closed -$945K – 108
2024
Q1 		$888K Buy
13,305
+164
+1% +$10K 0.22% 121
2023
Q4 		$769K Buy
13,141
+644
+5% +$39.6K 0.2% 127
2023
Q3 		$711K Sell
12,497
-1,177
-9% -$72.3K 0.21% 117
2023
Q2 		$856K Sell
13,674
-99
-0.7% -$6.18K 0.25% 101
2023
Q1 		$860K Buy
13,773
+6,315
+85% +$383K 0.27% 89
2022
Q4 		$457K Buy
7,458
+425
+6% +$24.7K 0.17% 110
2022
Q3 		$395K Buy
7,033
+748
+12% +$48.2K 0.16% 126
2022
Q2 		$398K Buy
6,285
+93
+2% +$6.32K 0.17% 122
2022
Q1 		$433K Buy
6,192
+915
+17% +$60.6K 0.15% 129
2021
Q4 		$352K Buy
5,277
+298
+6% +$18.9K 0.12% 148
2021
Q3 		$303K Buy
4,979
+312
+7% +$19.5K 0.12% 157
2021
Q2 		$279K Buy
4,667
+843
+22% +$52.1K 0.12% 159
2021
Q1 		$230K Buy
+3,824
New +$221K 0.11% 167
2020
Q2 		– Sell
-1,777
Closed -$80K – 584
2020
Q1 		$80K Buy
1,777
+83
+5% +$4.48K 0.06% 208
2019
Q4 		$100K Buy
+1,694
New +$103K 0.07% 152

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

EPG Wealth Management increased its Public Service Enterprise Group (PEG) stake by 6.5% in Q3 2026, buying an estimated $56.1K and bringing the position to 12,228 shares worth $823K. The position accounts for 0.19% of the portfolio, ranked #117.

EPG Wealth Management first reported a position in PEG in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.09M in Q1 2026. 670 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • EPG Wealth Management held 12,228 shares of Public Service Enterprise Group worth $823K as of Q3 2026.
  • EPG Wealth Management bought 748 Public Service Enterprise Group shares in Q3 2026, an estimated $56.1K.
  • Public Service Enterprise Group made up 0.19% of EPG Wealth Management's portfolio in Q3 2026, its #117 holding.
  • EPG Wealth Management first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's Public Service Enterprise Group position peaked at $1.09M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.