Herold Advisors’s Public Service Enterprise Group PEG Stock Holding History

Herold Advisors’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	$1.08M	Buy	16,096 +18	+0.1%	+$1.35K	0.21%	107
2026 Q2	$1.3M	Buy	16,078 +929	+6%	+$74.2K	0.26%	96
2026 Q1	$1.23M	Buy	15,149 +760	+5%	+$62.3K	0.27%	93
2025 Q4	$1.16M	Hold	14,389	–	–	0.26%	97
2025 Q3	$1.2M	Sell	14,389 -326	-2%	-$27.3K	0.28%	97
2025 Q2	$1.24M	Hold	14,715	–	–	0.26%	101
2025 Q1	$1.21M	Hold	14,715	–	–	0.27%	104
2024 Q4	$1.24M	Buy	14,715 +281	+2%	+$24.9K	0.27%	102
2024 Q3	$1.29M	Hold	14,434	–	–	0.28%	104
2024 Q2	$1.06M	Hold	14,434	–	–	0.25%	119
2024 Q1	$964K	Sell	14,434 -1,018	-7%	-$62.3K	0.23%	130
2023 Q4	$945K	Hold	15,452	–	–	0.26%	113
2023 Q3	$879K	Hold	15,452	–	–	0.27%	109
2023 Q2	$967K	Hold	15,452	–	–	0.3%	101
2023 Q1	$965K	Buy	15,452 +344	+2%	+$20.8K	0.33%	87
2022 Q4	$926K	Hold	15,108	–	–	0.39%	78
2022 Q3	$849K	Hold	15,108	–	–	0.41%	83
2022 Q2	$956K	Hold	15,108	–	–	0.43%	82
2022 Q1	$1.06M	Hold	15,108	–	–	0.38%	84
2021 Q4	$1.01M	Hold	15,108	–	–	0.39%	82
2021 Q3	$920K	Buy	+15,108	New	+$943K	0.36%	84

Other funds holding PEG

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Herold Advisors's PEG Position: Q3 2026 in Review

Herold Advisors increased its Public Service Enterprise Group (PEG) stake by 0.11% in Q3 2026, buying an estimated $1.35K and bringing the position to 16,096 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #107.

Herold Advisors first reported a position in PEG in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.3M in Q2 2026. 305 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Herold Advisors held 16,096 shares of Public Service Enterprise Group worth $1.08M as of Q3 2026.
Herold Advisors bought 18 Public Service Enterprise Group shares in Q3 2026, an estimated $1.35K.
Public Service Enterprise Group made up 0.21% of Herold Advisors's portfolio in Q3 2026, its #107 holding.
Herold Advisors first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 21 quarters since.
Herold Advisors's Public Service Enterprise Group position peaked at $1.3M in Q2 2026.
305 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.