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

National Wealth Management Group’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 		$203K Buy
2,506
+1
+0% +$80 0.06% 222
2026
Q1 		$203K Hold
2,505
– – 0.08% 211
2025
Q4 		$201K Sell
2,505
-750
-23% -$61.2K 0.07% 239
2025
Q3 		$272K Sell
3,255
-750
-19% -$62.9K 0.1% 192
2025
Q2 		$337K Sell
4,005
-438
-10% -$35.3K 0.19% 117
2025
Q1 		$366K Buy
+4,443
New +$371K 0.24% 100

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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
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
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

National Wealth Management Group's PEG Position: Q2 2026 in Review

National Wealth Management Group increased its Public Service Enterprise Group (PEG) stake by 0.04% in Q2 2026, buying an estimated $80 and bringing the position to 2,506 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #222.

National Wealth Management Group first reported a position in PEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 313 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • National Wealth Management Group held 2,506 shares of Public Service Enterprise Group worth $203K as of Q2 2026.
  • National Wealth Management Group bought 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
  • Public Service Enterprise Group made up 0.06% of National Wealth Management Group's portfolio in Q2 2026, its #222 holding.
  • National Wealth Management Group first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 6 quarters since.
  • National Wealth Management Group's Public Service Enterprise Group position peaked at $366K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.