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

Jeppson 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	–	Sell	-2,725	Closed	-$221K	–	251
2026 Q2	$221K	Hold	2,725	–	–	0.07%	219
2026 Q1	$221K	Hold	2,725	–	–	0.07%	213
2025 Q4	$219K	Hold	2,725	–	–	0.07%	208
2025 Q3	$227K	Sell	2,725 -25	-0.9%	-$2.1K	0.07%	195
2025 Q2	$231K	Sell	2,750 -100	-4%	-$8.06K	0.08%	191
2025 Q1	$235K	Sell	2,850 -50	-2%	-$4.17K	0.09%	179
2024 Q4	$245K	Hold	2,900	–	–	0.09%	175
2024 Q3	$259K	Hold	2,900	–	–	0.09%	168
2024 Q2	$214K	Buy	+2,900	New	+$206K	0.08%	188
2022 Q3	–	Sell	-3,250	Closed	-$206K	–	204
2022 Q2	$206K	Sell	3,250 -150	-4%	-$10.2K	0.09%	179
2022 Q1	$238K	Hold	3,400	–	–	0.11%	150
2021 Q4	$227K	Hold	3,400	–	–	0.11%	141
2021 Q3	$207K	Hold	3,400	–	–	0.11%	145
2021 Q2	$203K	Hold	3,400	–	–	0.11%	145
2021 Q1	$204K	Buy	+3,400	New	+$196K	0.12%	133
2020 Q4	–	Sell	-3,400	Closed	-$187K	–	357
2020 Q3	$187K	Buy	+3,400	New	+$180K	0.15%	118

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Jeppson Wealth Management's PEG Position: Q3 2026 in Review

Jeppson Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 2,725 shares — an estimated $221K sold.

Jeppson Wealth Management first reported a position in PEG in Q3 2020 and held it in 16 quarters. The position peaked at $259K in Q3 2024. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Jeppson Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
Jeppson Wealth Management sold 2,725 Public Service Enterprise Group shares in Q3 2026, an estimated $221K.
Jeppson Wealth Management first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 16 quarters.
Jeppson Wealth Management's Public Service Enterprise Group position peaked at $259K in Q3 2024.
787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.