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 Q3	$231K	Hold	3,427	–	–	0.08%	144
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

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

Mitchell & Pahl Private Wealth's PEG Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth held its Public Service Enterprise Group (PEG) position steady in Q3 2026 at 3,427 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #144.

Mitchell & Pahl Private Wealth first reported a position in PEG in Q4 2020 and has held it in 24 quarters since. The position peaked at $433K in Q1 2022. 305 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Mitchell & Pahl Private Wealth held 3,427 shares of Public Service Enterprise Group worth $231K as of Q3 2026.
Mitchell & Pahl Private Wealth left its Public Service Enterprise Group share count unchanged in Q3 2026.
Public Service Enterprise Group made up 0.08% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #144 holding.
Mitchell & Pahl Private Wealth first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 24 quarters since.
Mitchell & Pahl Private Wealth's Public Service Enterprise Group position peaked at $433K in Q1 2022.
305 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.