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

Redwood 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	–	Sell	-4,467	Closed	-$362K	–	88
2026 Q1	$362K	Buy	4,467 +2	+0%	+$164	0.16%	115
2025 Q4	$359K	Sell	4,465 -29	-0.6%	-$2.37K	0.15%	120
2025 Q3	$375K	Sell	4,494 -840	-16%	-$70.5K	0.16%	116
2025 Q2	$449K	Sell	5,334 -97	-2%	-$7.82K	0.2%	108
2025 Q1	$447K	Buy	5,431 +4	+0.1%	+$334	0.23%	98
2024 Q4	$458K	Hold	5,427	–	–	0.22%	102
2024 Q3	$484K	Buy	5,427 +2	+0%	+$160	0.24%	93
2024 Q2	$400K	Sell	5,425 -196	-3%	-$13.9K	0.3%	75
2024 Q1	$375K	Sell	5,621 -2,537	-31%	-$155K	0.4%	79
2023 Q4	$499K	Sell	8,158 -113	-1%	-$6.94K	0.55%	52
2023 Q3	$471K	Sell	8,271 -190	-2%	-$11.7K	0.55%	58
2023 Q2	$530K	Buy	8,461 +2	+0%	+$125	0.59%	50
2023 Q1	$528K	Sell	8,459 -217	-3%	-$13.1K	0.6%	50
2022 Q4	$532K	Buy	+8,676	New	+$504K	0.66%	43

Other funds holding PEG

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Redwood Wealth Management Group sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 4,467 shares — an estimated $362K sold.

Redwood Wealth Management Group first reported a position in PEG in Q4 2022 and held it in 14 quarters. The position peaked at $532K in Q4 2022. 665 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Redwood Wealth Management Group reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 4,467 Public Service Enterprise Group shares in Q2 2026, an estimated $362K.
Redwood Wealth Management Group first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 14 quarters.
Redwood Wealth Management Group's Public Service Enterprise Group position peaked at $532K in Q4 2022.
665 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.