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

High Point 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	$2.93M	Sell	43,542 -1,030	-2%	-$77.3K	2.32%	8
2026 Q2	$3.62M	Buy	44,572 +209	+0.5%	+$16.7K	2.96%	6
2026 Q1	$3.59M	Buy	44,363 +1,753	+4%	+$144K	3.47%	4
2025 Q4	$3.42M	Buy	+42,610	New	+$3.48M	3.21%	6

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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

High Point Wealth Management's PEG Position: Q3 2026 in Review

High Point Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 2.3% in Q3 2026, selling an estimated $77.3K and leaving 43,542 shares worth $2.93M. The position accounts for 2.32% of the portfolio, ranked #8.

High Point Wealth Management first reported a position in PEG in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.62M in Q2 2026. 670 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

High Point Wealth Management held 43,542 shares of Public Service Enterprise Group worth $2.93M as of Q3 2026.
High Point Wealth Management sold 1,030 Public Service Enterprise Group shares in Q3 2026, an estimated $77.3K.
Public Service Enterprise Group made up 2.32% of High Point Wealth Management's portfolio in Q3 2026, its #8 holding.
High Point Wealth Management first reported a position in Public Service Enterprise Group in Q4 2025 and has held it in 4 quarters since.
High Point Wealth Management's Public Service Enterprise Group position peaked at $3.62M in Q2 2026.
670 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.