Innova Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Innova Wealth 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	$243K	Sell	3,000 -256	-8%	-$20.4K	0.1%	149
2026 Q1	$264K	Buy	3,256 +6	+0.2%	+$492	0.12%	131
2025 Q4	$261K	Hold	3,250	–	–	0.13%	117
2025 Q3	$271K	Hold	3,250	–	–	0.15%	97
2025 Q2	$274K	Sell	3,250 -250	-7%	-$20.2K	0.16%	80
2025 Q1	$288K	Sell	3,500 -100	-3%	-$8.34K	0.18%	75
2024 Q4	$304K	Buy	+3,600	New	+$319K	0.19%	71
2024 Q3	–	Sell	-4,000	Closed	-$295K	–	119
2024 Q2	$295K	Sell	4,000 -319	-7%	-$22.7K	0.21%	63
2024 Q1	$288K	Sell	4,319 -181	-4%	-$11.1K	0.22%	62
2023 Q4	$275K	Hold	4,500	–	–	0.24%	55
2023 Q3	$256K	Hold	4,500	–	–	0.23%	42
2023 Q2	$282K	Hold	4,500	–	–	0.24%	46
2023 Q1	$281K	Sell	4,500 -200	-4%	-$12.1K	0.25%	37
2022 Q4	$288K	Hold	4,700	–	–	0.25%	40
2022 Q3	$264K	Hold	4,700	–	–	0.24%	36
2022 Q2	$297K	Hold	4,700	–	–	0.25%	35
2022 Q1	$329K	Hold	4,700	–	–	0.24%	47
2021 Q4	$314K	Sell	4,700 -250	-5%	-$15.8K	0.22%	51
2021 Q3	$301K	Hold	4,950	–	–	0.24%	50
2021 Q2	$296K	Hold	4,950	–	–	0.23%	51
2021 Q1	$298K	Hold	4,950	–	–	0.25%	47
2020 Q4	$289K	Buy	+4,950	New	+$288K	0.27%	46

Other funds holding PEG

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Innova Wealth Partners's PEG Position: Q2 2026 in Review

Innova Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 7.9% in Q2 2026, selling an estimated $20.4K and leaving 3,000 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #149.

Innova Wealth Partners first reported a position in PEG in Q4 2020 and has held it in 22 quarters since. The position peaked at $329K in Q1 2022. 519 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Innova Wealth Partners held 3,000 shares of Public Service Enterprise Group worth $243K as of Q2 2026.
Innova Wealth Partners sold 256 Public Service Enterprise Group shares in Q2 2026, an estimated $20.4K.
Public Service Enterprise Group made up 0.1% of Innova Wealth Partners's portfolio in Q2 2026, its #149 holding.
Innova Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 22 quarters since.
Innova Wealth Partners's Public Service Enterprise Group position peaked at $329K in Q1 2022.
519 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.