Segment Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Segment Wealth Management’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	$479K	Buy	5,906 +1,290	+28%	+$103K	0.02%	234
2026 Q1	$374K	Sell	4,616 -525	-10%	-$43K	0.02%	239
2025 Q4	$413K	Buy	5,141 +182	+4%	+$14.8K	0.02%	231
2025 Q3	$414K	Buy	4,959 +215	+5%	+$18K	0.02%	225
2025 Q2	$399K	Buy	4,744 +1,208	+34%	+$97.4K	0.03%	223
2025 Q1	$291K	Buy	3,536 +639	+22%	+$53.3K	0.02%	242
2024 Q4	$245K	Buy	2,897 +190	+7%	+$16.8K	0.02%	238
2024 Q3	$241K	Buy	+2,707	New	+$216K	0.02%	244
2022 Q2	–	Sell	-3,545	Closed	-$248K	–	255
2022 Q1	$248K	Sell	3,545 -88	-2%	-$5.83K	0.03%	227
2021 Q4	$242K	Buy	+3,633	New	+$230K	0.03%	228

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

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

OIAM

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

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

Segment Wealth Management's PEG Position: Q2 2026 in Review

Segment Wealth Management increased its Public Service Enterprise Group (PEG) stake by 28% in Q2 2026, buying an estimated $103K and bringing the position to 5,906 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #234.

Segment Wealth Management first reported a position in PEG in Q4 2021 and has held it in 10 quarters since. 264 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Segment Wealth Management held 5,906 shares of Public Service Enterprise Group worth $479K as of Q2 2026.
Segment Wealth Management bought 1,290 Public Service Enterprise Group shares in Q2 2026, an estimated $103K.
Public Service Enterprise Group made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #234 holding.
Segment Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 10 quarters since.
264 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.