RMR Wealth Builders
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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
Q3 		$1.07M Buy
15,894
+49
+0.3% +$3.68K 0.06% 123
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

RMR Wealth Builders's PEG Position: Q3 2026 in Review

RMR Wealth Builders increased its Public Service Enterprise Group (PEG) stake by 0.31% in Q3 2026, buying an estimated $3.68K and bringing the position to 15,894 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #123.

RMR Wealth Builders first reported a position in PEG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.25M in Q3 2020. 1,058 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • RMR Wealth Builders held 15,894 shares of Public Service Enterprise Group worth $1.07M as of Q3 2026.
  • RMR Wealth Builders bought 49 Public Service Enterprise Group shares in Q3 2026, an estimated $3.68K.
  • Public Service Enterprise Group made up 0.06% of RMR Wealth Builders's portfolio in Q3 2026, its #123 holding.
  • RMR Wealth Builders first reported a position in Public Service Enterprise Group in Q4 2019 and has held it in 27 quarters since.
  • RMR Wealth Builders's Public Service Enterprise Group position peaked at $3.25M in Q3 2020.
  • 1,058 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

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