RTD Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

RTD Financial Advisors’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	$606K	Sell	7,465 -1,765	-19%	-$141K	0.07%	86
2026 Q1	$747K	Hold	9,230	–	–	0.09%	76
2025 Q4	$741K	Hold	9,230	–	–	0.09%	75
2025 Q3	$770K	Hold	9,230	–	–	0.09%	71
2025 Q2	$777K	Hold	9,230	–	–	0.1%	69
2025 Q1	$760K	Hold	9,230	–	–	0.1%	70
2024 Q4	$780K	Hold	9,230	–	–	0.1%	70
2024 Q3	$823K	Hold	9,230	–	–	0.1%	71
2024 Q2	$680K	Buy	9,230 +2,100	+29%	+$149K	0.09%	71
2024 Q1	$476K	Sell	7,130 -3,809	-35%	-$233K	0.06%	76
2023 Q4	$669K	Buy	+10,939	New	+$672K	0.09%	68

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

RTD Financial Advisors's PEG Position: Q2 2026 in Review

RTD Financial Advisors reduced its Public Service Enterprise Group (PEG) stake by 19% in Q2 2026, selling an estimated $141K and leaving 7,465 shares worth $606K. The position accounts for 0.07% of the portfolio, ranked #86.

RTD Financial Advisors first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $823K in Q3 2024. 400 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

RTD Financial Advisors held 7,465 shares of Public Service Enterprise Group worth $606K as of Q2 2026.
RTD Financial Advisors sold 1,765 Public Service Enterprise Group shares in Q2 2026, an estimated $141K.
Public Service Enterprise Group made up 0.07% of RTD Financial Advisors's portfolio in Q2 2026, its #86 holding.
RTD Financial Advisors first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
RTD Financial Advisors's Public Service Enterprise Group position peaked at $823K in Q3 2024.
400 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.