Northstar Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Northstar Advisory 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	$405K	Buy	4,988 +1	+0%	+$80	0.13%	92
2026 Q1	$404K	Buy	4,987 +1	+0%	+$82	0.15%	90
2025 Q4	$400K	Buy	4,986 +1	+0%	+$82	0.14%	88
2025 Q3	$416K	Hold	4,985	–	–	0.17%	84
2025 Q2	$420K	Buy	4,985 +1	+0%	+$81	0.2%	76
2025 Q1	$410K	Buy	4,984 +1	+0%	+$83	0.27%	68
2024 Q4	$421K	Buy	4,983 +12	+0.2%	+$1.06K	0.21%	74
2024 Q3	$443K	Buy	4,971 +1	+0%	+$80	0.23%	74
2024 Q2	$366K	Hold	4,970	–	–	0.21%	72
2024 Q1	$366K	Buy	4,970 +2	+0%	+$122	0.22%	69
2023 Q4	$304K	Buy	4,968 +1	+0%	+$61	0.18%	71
2023 Q3	$283K	Buy	4,967 +1	+0%	+$61	0.21%	72
2023 Q2	$311K	Buy	4,966 +1	+0%	+$62	0.2%	69
2023 Q1	$310K	Buy	4,965 +1	+0%	+$61	0.23%	68
2022 Q4	$304K	Buy	4,964 +1	+0%	+$58	0.24%	71
2022 Q3	$279K	Hold	4,963	–	–	0.25%	66
2022 Q2	$314K	Buy	4,963 +1	+0%	+$68	0.23%	56
2022 Q1	$347K	Buy	4,962 +1	+0%	+$66	0.22%	83
2021 Q4	$331K	Buy	+4,961	New	+$314K	0.2%	78
2021 Q3	–	Sell	-4,960	Closed	-$296K	–	98
2021 Q2	$296K	Buy	4,960 +1	+0%	+$62	0.19%	95
2021 Q1	$299K	Buy	4,959 +1	+0%	+$58	0.23%	82
2020 Q4	$289K	Buy	+4,958	New	+$289K	0.24%	79

Other funds holding PEG

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Northstar Advisory Group's PEG Position: Q2 2026 in Review

Northstar Advisory Group increased its Public Service Enterprise Group (PEG) stake by 0.02% in Q2 2026, buying an estimated $80 and bringing the position to 4,988 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #92.

Northstar Advisory Group first reported a position in PEG in Q4 2020 and has held it in 22 quarters since. The position peaked at $443K in Q3 2024. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Northstar Advisory Group held 4,988 shares of Public Service Enterprise Group worth $405K as of Q2 2026.
Northstar Advisory Group bought 1 Public Service Enterprise Group share in Q2 2026, an estimated $80.
Public Service Enterprise Group made up 0.13% of Northstar Advisory Group's portfolio in Q2 2026, its #92 holding.
Northstar Advisory Group first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 22 quarters since.
Northstar Advisory Group's Public Service Enterprise Group position peaked at $443K in Q3 2024.
551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.