PMIM
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Prudent Man Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Prudent Man Investment 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
Q2 		$91.1K Hold
1,134
– – 0.03% 37
2026
Q1 		$91.1K Hold
1,134
– – 0.03% 37
2025
Q4 		$91.1K Hold
1,134
– – 0.03% 37
2025
Q3 		$95.8K Hold
1,134
– – 0.05% 34
2025
Q2 		$95.8K Hold
1,134
– – 0.05% 34
2025
Q1 		$95.8K Hold
1,134
– – 0.05% 34
2024
Q4 		$95.8K Buy
+1,134
New +$100K 0.05% 34

Other funds holding PEG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
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
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Prudent Man Investment Management's PEG Position: Q2 2026 in Review

Prudent Man Investment Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 1,134 shares worth $91.1K. The position accounts for 0.03% of the portfolio, ranked #37.

Prudent Man Investment Management first reported a position in PEG in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.8K in Q3 2025. 591 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Prudent Man Investment Management held 1,134 shares of Public Service Enterprise Group worth $91.1K as of Q2 2026.
  • Prudent Man Investment Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.03% of Prudent Man Investment Management's portfolio in Q2 2026, its #37 holding.
  • Prudent Man Investment Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 7 quarters since.
  • Prudent Man Investment Management's Public Service Enterprise Group position peaked at $95.8K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.