Root Financial Partners
PEG icon

Root Financial Partners’s Public Service Enterprise Group PEG Stock Holding History

Root Financial Partners’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 		$357K Buy
+5,297
New +$397K 0.01% 283
2026
Q2 		– Sell
-1,000
Closed -$81K – 2380
2026
Q1 		$81K Sell
1,000
-48
-5% -$3.94K ﹤0.01% 656
2025
Q4 		$84.2K Buy
1,048
+108
+11% +$8.81K ﹤0.01% 529
2025
Q3 		$78.5K Buy
+940
New +$78.8K ﹤0.01% 521

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Root Financial Partners's PEG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Public Service Enterprise Group (PEG) in Q3 2026: 5,297 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PEG as recently as Q1 2026.

Root Financial Partners first reported a position in PEG in Q3 2025 and has held it in 4 quarters since. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Root Financial Partners held 5,297 shares of Public Service Enterprise Group worth $357K as of Q3 2026.
  • Public Service Enterprise Group was a new Root Financial Partners position in Q3 2026.
  • Public Service Enterprise Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #283 holding.
  • Root Financial Partners first reported a position in Public Service Enterprise Group in Q3 2025 and has held it in 4 quarters since.
  • 787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.