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

Perigon Wealth Management’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 		$835K Buy
12,393
+134
+1% +$10.1K 0.01% 667
2026
Q2 		$995K Buy
12,259
+42
+0.3% +$3.36K 0.02% 599
2026
Q1 		$989K Buy
12,217
+504
+4% +$41.3K 0.02% 540
2025
Q4 		$941K Buy
11,713
+3,859
+49% +$315K 0.02% 578
2025
Q3 		$655K Buy
7,854
+171
+2% +$14.3K 0.01% 650
2025
Q2 		$647K Buy
7,683
+218
+3% +$17.6K 0.02% 603
2025
Q1 		$614K Sell
7,465
-169
-2% -$14.1K 0.02% 581
2024
Q4 		$675K Sell
7,634
-76
-1% -$6.73K 0.02% 555
2024
Q3 		$688K Buy
7,710
+58
+0.8% +$4.63K 0.02% 523
2024
Q2 		$564K Sell
7,652
-166
-2% -$11.8K 0.02% 505
2024
Q1 		$522K Buy
7,818
+308
+4% +$18.9K 0.02% 526
2023
Q4 		$459K Buy
7,510
+47
+0.6% +$2.89K 0.02% 522
2023
Q3 		$425K Sell
7,463
-204
-3% -$12.5K 0.02% 481
2023
Q2 		$480K Sell
7,667
-686
-8% -$42.8K 0.02% 461
2023
Q1 		$522K Sell
8,353
-2,757
-25% -$167K 0.03% 386
2022
Q4 		$681K Buy
+11,110
New +$645K 0.04% 337
2021
Q1 		– Sell
-5,311
Closed -$310K – 881
2020
Q4 		$310K Sell
5,311
-6,478
-55% -$377K 0.04% 324
2020
Q3 		$647K Buy
11,789
+30
+0.3% +$1.59K 0.09% 180
2020
Q2 		$578K Buy
11,759
+34
+0.3% +$1.69K 0.09% 179
2020
Q1 		$621K Buy
11,725
+1,766
+18% +$95.4K 0.12% 144
2019
Q4 		$579K Buy
9,959
+19
+0.2% +$1.15K 0.12% 129
2019
Q3 		$615K Buy
+9,940
New +$594K 0.14% 104
2018
Q2 		– Sell
-120
Closed -$6K – 501
2018
Q1 		$6K Hold
120
– – ﹤0.01% 546
2017
Q4 		$6K Buy
+120
New +$6.05K ﹤0.01% 526

Other funds holding PEG

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Perigon Wealth Management's PEG Position: Q3 2026 in Review

Perigon Wealth Management increased its Public Service Enterprise Group (PEG) stake by 1.1% in Q3 2026, buying an estimated $10.1K and bringing the position to 12,393 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #667.

Perigon Wealth Management first reported a position in PEG in Q4 2017 and has held it in 24 quarters since. The position peaked at $995K in Q2 2026. 431 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Perigon Wealth Management held 12,393 shares of Public Service Enterprise Group worth $835K as of Q3 2026.
  • Perigon Wealth Management bought 134 Public Service Enterprise Group shares in Q3 2026, an estimated $10.1K.
  • Public Service Enterprise Group made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #667 holding.
  • Perigon Wealth Management first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 24 quarters since.
  • Perigon Wealth Management's Public Service Enterprise Group position peaked at $995K in Q2 2026.
  • 431 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.