Mitchell & Pahl Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Mitchell & Pahl Private Wealth’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	$278K	Sell	3,427 -86	-2%	-$6.87K	0.1%	142
2026 Q1	$284K	Hold	3,513	–	–	0.12%	138
2025 Q4	$282K	Hold	3,513	–	–	0.12%	140
2025 Q3	$293K	Sell	3,513 -142	-4%	-$11.9K	0.12%	137
2025 Q2	$308K	Sell	3,655 -114	-3%	-$9.19K	0.14%	137
2025 Q1	$310K	Sell	3,769 -5	-0.1%	-$417	0.14%	136
2024 Q4	$319K	Sell	3,774 -320	-8%	-$28.3K	0.15%	136
2024 Q3	$365K	Sell	4,094 -91	-2%	-$7.26K	0.17%	133
2024 Q2	$308K	Sell	4,185 -8	-0.2%	-$568	0.16%	134
2024 Q1	$280K	Sell	4,193 -382	-8%	-$23.4K	0.15%	134
2023 Q4	$280K	Sell	4,575 -58	-1%	-$3.56K	0.16%	136
2023 Q3	$264K	Sell	4,633 -402	-8%	-$24.7K	0.16%	141
2023 Q2	$315K	Sell	5,035 -260	-5%	-$16.2K	0.19%	134
2023 Q1	$331K	Sell	5,295 -232	-4%	-$14.1K	0.21%	136
2022 Q4	$339K	Sell	5,527 -202	-4%	-$11.7K	0.22%	130
2022 Q3	$322K	Sell	5,729 -321	-5%	-$20.7K	0.24%	126
2022 Q2	$383K	Sell	6,050 -136	-2%	-$9.25K	0.27%	119
2022 Q1	$433K	Sell	6,186 -155	-2%	-$10.3K	0.28%	110
2021 Q4	$423K	Sell	6,341 -116	-2%	-$7.34K	0.27%	110
2021 Q3	$393K	Sell	6,457 -17	-0.3%	-$1.06K	0.28%	109
2021 Q2	$387K	Sell	6,474 -24	-0.4%	-$1.48K	0.28%	110
2021 Q1	$391K	Sell	6,498 -211	-3%	-$12.2K	0.3%	105
2020 Q4	$391K	Buy	+6,709	New	+$391K	0.33%	93

Other funds holding PEG

HCM

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Mitchell & Pahl Private Wealth's PEG Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth reduced its Public Service Enterprise Group (PEG) stake by 2.4% in Q2 2026, selling an estimated $6.87K and leaving 3,427 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #142.

Mitchell & Pahl Private Wealth first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $433K in Q1 2022. 231 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Mitchell & Pahl Private Wealth held 3,427 shares of Public Service Enterprise Group worth $278K as of Q2 2026.
Mitchell & Pahl Private Wealth sold 86 Public Service Enterprise Group shares in Q2 2026, an estimated $6.87K.
Public Service Enterprise Group made up 0.1% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #142 holding.
Mitchell & Pahl Private Wealth first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
Mitchell & Pahl Private Wealth's Public Service Enterprise Group position peaked at $433K in Q1 2022.
231 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.