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Green Ridge Wealth Planning’s Public Service Enterprise Group PEG Stock Holding History

Green Ridge Wealth Planning’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 		$201K Buy
2,988
+2
+0.1% +$150 0.08% 83
2026
Q2 		$242K Buy
2,986
+198
+7% +$15.8K 0.1% 78
2026
Q1 		$226K Buy
2,788
+3
+0.1% +$246 0.12% 73
2025
Q4 		$224K Buy
+2,785
New +$227K 0.11% 81

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
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Green Ridge Wealth Planning's PEG Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Public Service Enterprise Group (PEG) stake by 0.07% in Q3 2026, buying an estimated $150 and bringing the position to 2,988 shares worth $201K. The position accounts for 0.08% of the portfolio, ranked #83.

Green Ridge Wealth Planning first reported a position in PEG in Q4 2025 and has held it in 4 quarters since. The position peaked at $242K in Q2 2026. 34 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Green Ridge Wealth Planning held 2,988 shares of Public Service Enterprise Group worth $201K as of Q3 2026.
  • Green Ridge Wealth Planning bought 2 Public Service Enterprise Group shares in Q3 2026, an estimated $150.
  • Public Service Enterprise Group made up 0.08% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #83 holding.
  • Green Ridge Wealth Planning first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Public Service Enterprise Group position peaked at $242K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.