RWB
PEG icon

RMR Wealth Builders’s Public Service Enterprise Group PEG Stock Holding History

RMR Wealth Builders’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 		$1.29M Sell
15,845
-441
-3% -$35.2K 0.08% 116
2026
Q1 		$1.32M Buy
16,286
+94
+0.6% +$7.71K 0.1% 102
2025
Q4 		$1.3M Sell
16,192
-994
-6% -$81.1K 0.1% 103
2025
Q3 		$1.43M Buy
17,186
+164
+1% +$13.8K 0.12% 92
2025
Q2 		$1.43M Buy
17,022
+21
+0.1% +$1.69K 0.13% 95
2025
Q1 		$1.4M Buy
17,001
+21
+0.1% +$1.75K 0.15% 89
2024
Q4 		$1.43M Buy
16,980
+356
+2% +$31.5K 0.15% 84
2024
Q3 		$1.48M Sell
16,624
-1,486
-8% -$119K 0.16% 79
2024
Q2 		$1.33M Buy
18,110
+42
+0.2% +$2.98K 0.15% 80
2024
Q1 		$1.22M Sell
18,068
-22
-0.1% -$1.35K 0.15% 85
2023
Q4 		$1.11M Sell
18,090
-722
-4% -$44.4K 0.16% 79
2023
Q3 		$1.07M Sell
18,812
-167
-0.9% -$10.3K 0.17% 70
2023
Q2 		$1.19M Buy
18,979
+102
+0.5% +$6.37K 0.2% 57
2023
Q1 		$1.18M Buy
18,877
+9,937
+111% +$602K 0.22% 53
2022
Q4 		$548K Sell
8,940
-1,096
-11% -$63.6K 0.12% 87
2022
Q3 		$564K Sell
10,036
-57
-0.6% -$3.67K 0.14% 84
2022
Q2 		$639K Buy
10,093
+40
+0.4% +$2.72K 0.16% 93
2022
Q1 		$704K Sell
10,053
-1,156
-10% -$76.5K 0.15% 91
2021
Q4 		$748K Buy
11,209
+1,880
+20% +$119K 0.21% 48
2021
Q3 		$568K Buy
9,329
+424
+5% +$26.5K 0.17% 91
2021
Q2 		$532K Sell
8,905
-8,391
-49% -$518K 0.17% 89
2021
Q1 		$1.04M Buy
17,296
+12,871
+291% +$742K 0.27% 54
2020
Q4 		$258K Sell
4,425
-54,778
-93% -$3.19M 0.13% 128
2020
Q3 		$3.25M Buy
59,203
+57,079
+2,687% +$3.02M 0.84% 19
2020
Q2 		$105K Buy
+2,124
New +$106K 0.09% 165
2019
Q4 		$343K Buy
+5,801
New +$352K 0.33% 64

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

RMR Wealth Builders's PEG Position: Q2 2026 in Review

RMR Wealth Builders reduced its Public Service Enterprise Group (PEG) stake by 2.7% in Q2 2026, selling an estimated $35.2K and leaving 15,845 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #116.

RMR Wealth Builders first reported a position in PEG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.25M in Q3 2020. 371 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • RMR Wealth Builders held 15,845 shares of Public Service Enterprise Group worth $1.29M as of Q2 2026.
  • RMR Wealth Builders sold 441 Public Service Enterprise Group shares in Q2 2026, an estimated $35.2K.
  • Public Service Enterprise Group made up 0.08% of RMR Wealth Builders's portfolio in Q2 2026, its #116 holding.
  • RMR Wealth Builders first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Public Service Enterprise Group position peaked at $3.25M in Q3 2020.
  • 371 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.