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Retirement Wealth Solutions’s Public Service Enterprise Group PEG Stock Holding History

Retirement Wealth Solutions’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 		$12.8K Buy
190
+6
+3% +$450 0.01% 236
2026
Q2 		$14.9K Hold
184
– – 0.01% 187
2026
Q1 		$14.9K Hold
184
– – 0.01% 172
2025
Q4 		$14.8K Hold
184
– – 0.01% 184
2025
Q3 		$15.3K Buy
184
+1
+0.5% +$84 0.01% 183
2025
Q2 		$15.4K Hold
183
– – 0.01% 178
2025
Q1 		$15.1K Hold
183
– – 0.01% 167
2024
Q4 		$15.4K Buy
+183
New +$16.2K 0.01% 175

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Retirement Wealth Solutions's PEG Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Public Service Enterprise Group (PEG) stake by 3.3% in Q3 2026, buying an estimated $450 and bringing the position to 190 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #236.

Retirement Wealth Solutions first reported a position in PEG in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.4K in Q2 2025. 40 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Retirement Wealth Solutions held 190 shares of Public Service Enterprise Group worth $12.8K as of Q3 2026.
  • Retirement Wealth Solutions bought 6 Public Service Enterprise Group shares in Q3 2026, an estimated $450.
  • Public Service Enterprise Group made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #236 holding.
  • Retirement Wealth Solutions first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Public Service Enterprise Group position peaked at $15.4K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.