Golden State Equity Partners’s Public Service Enterprise Group PEG Stock Holding History

Golden State Equity 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 Q2	–	Sell	-8,715	Closed	-$706K	–	1327
2026 Q1	$706K	Buy	8,715 +498	+6%	+$40.8K	0.05%	359
2025 Q4	$660K	Sell	8,217 -937	-10%	-$76.4K	0.11%	218
2025 Q3	$764K	Sell	9,154 -621	-6%	-$52.1K	0.13%	188
2025 Q2	$823K	Buy	9,775 +349	+4%	+$28.1K	0.15%	165
2025 Q1	$776K	Buy	9,426 +590	+7%	+$49.2K	0.15%	164
2024 Q4	$747K	Buy	8,836 +1,507	+21%	+$133K	0.14%	174
2024 Q3	$654K	Buy	7,329 +3,153	+76%	+$252K	0.34%	52
2024 Q2	$308K	Buy	+4,176	New	+$297K	0.06%	314

Other funds holding PEG

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Golden State Equity Partners's PEG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 8,715 shares — an estimated $706K sold.

Golden State Equity Partners first reported a position in PEG in Q2 2024 and held it in 8 quarters. The position peaked at $823K in Q2 2025. 664 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Golden State Equity Partners reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 8,715 Public Service Enterprise Group shares in Q2 2026, an estimated $706K.
Golden State Equity Partners first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Public Service Enterprise Group position peaked at $823K in Q2 2025.
664 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.