Midwest Trust’s Public Service Enterprise Group PEG Stock Holding History

Midwest Trust’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	$290K	Buy	4,306 +274	+7%	+$20.6K	﹤0.01%	548
2026 Q2	$327K	Sell	4,032 -115	-3%	-$9.19K	﹤0.01%	512
2026 Q1	$336K	Buy	4,147 +8	+0.2%	+$656	﹤0.01%	497
2025 Q4	$332K	Sell	4,139 -54	-1%	-$4.4K	﹤0.01%	494
2025 Q3	$350K	Buy	4,193 +12	+0.3%	+$1.01K	﹤0.01%	481
2025 Q2	$352K	Buy	+4,181	New	+$337K	﹤0.01%	488

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

Midwest Trust's PEG Position: Q3 2026 in Review

Midwest Trust increased its Public Service Enterprise Group (PEG) stake by 6.8% in Q3 2026, buying an estimated $20.6K and bringing the position to 4,306 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Midwest Trust first reported a position in PEG in Q2 2025 and has held it in 6 quarters since. The position peaked at $352K in Q2 2025. 305 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Midwest Trust held 4,306 shares of Public Service Enterprise Group worth $290K as of Q3 2026.
Midwest Trust bought 274 Public Service Enterprise Group shares in Q3 2026, an estimated $20.6K.
Public Service Enterprise Group made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #548 holding.
Midwest Trust first reported a position in Public Service Enterprise Group in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Public Service Enterprise Group position peaked at $352K in Q2 2025.
305 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.