Institute for Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Institute for 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 Q2	$84.3K	Buy	+1,039	New	+$83K	0.01%	731

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Institute for Wealth Management's PEG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 1,039 shares worth $84.3K. The stake represents 0.01% of the portfolio and ranks #731 among its holdings.

768 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Institute for Wealth Management held 1,039 shares of Public Service Enterprise Group worth $84.3K as of Q2 2026.
Public Service Enterprise Group was a new Institute for Wealth Management position in Q2 2026.
Public Service Enterprise Group made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #731 holding.
768 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.