SWA
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Sax Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sax Wealth 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 		$810K Buy
10,009
+2,601
+35% +$208K 0.03% 258
2026
Q1 		$595K Sell
7,408
-37
-0.5% -$3.03K 0.03% 261
2025
Q4 		$598K Buy
7,445
+799
+12% +$65.2K 0.03% 267
2025
Q3 		$555K Sell
6,646
-76
-1% -$6.38K 0.03% 256
2025
Q2 		$566K Buy
6,722
+485
+8% +$39.1K 0.03% 237
2025
Q1 		$513K Buy
6,237
+747
+14% +$62.3K 0.04% 216
2024
Q4 		$464K Sell
5,490
-310
-5% -$27.4K 0.04% 202
2024
Q3 		$517K Sell
5,800
-2,590
-31% -$207K 0.05% 153
2024
Q2 		$618K Buy
8,390
+219
+3% +$15.6K 0.06% 124
2024
Q1 		$546K Sell
8,171
-772
-9% -$47.3K 0.06% 107
2023
Q4 		$547K Buy
8,943
+477
+6% +$29.3K 0.09% 113
2023
Q3 		$482K Sell
8,466
-797
-9% -$49K 0.09% 115
2023
Q2 		$580K Buy
9,263
+804
+10% +$50.2K 0.12% 99
2023
Q1 		$528K Sell
8,459
-51
-0.6% -$3.09K 0.11% 106
2022
Q4 		$521K Sell
8,510
-4,407
-34% -$256K 0.12% 101
2022
Q3 		$726K Sell
12,917
-299
-2% -$19.3K 0.19% 72
2022
Q2 		$836K Hold
13,216
– – 0.21% 71
2022
Q1 		$925K Sell
13,216
-200
-1% -$13.2K 0.22% 64
2021
Q4 		$895K Buy
13,416
+2,206
+20% +$140K 0.19% 73
2021
Q3 		$683K Sell
11,210
-617
-5% -$38.5K 0.16% 83
2021
Q2 		$707K Sell
11,827
-603
-5% -$37.3K 0.24% 76
2021
Q1 		$748K Sell
12,430
-1,710
-12% -$98.6K 0.27% 67
2020
Q4 		$824K Buy
+14,140
New +$823K 0.38% 56

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
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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Sax Wealth Advisors's PEG Position: Q2 2026 in Review

Sax Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 35% in Q2 2026, buying an estimated $208K and bringing the position to 10,009 shares worth $810K. The position accounts for 0.03% of the portfolio, ranked #258.

Sax Wealth Advisors first reported a position in PEG in Q4 2020 and has held it in 23 quarters since. The position peaked at $925K in Q1 2022. 278 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Sax Wealth Advisors held 10,009 shares of Public Service Enterprise Group worth $810K as of Q2 2026.
  • Sax Wealth Advisors bought 2,601 Public Service Enterprise Group shares in Q2 2026, an estimated $208K.
  • Public Service Enterprise Group made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • Sax Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's Public Service Enterprise Group position peaked at $925K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.