Simplicity Wealth’s Public Service Enterprise Group PEG Stock Holding History

Simplicity Wealth’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	$386K	Buy	4,756 +724	+18%	+$57.8K	0.01%	736
2026 Q1	$326K	Buy	4,032 +42	+1%	+$3.44K	0.02%	558
2025 Q4	$320K	Buy	3,990 +129	+3%	+$10.5K	0.02%	537
2025 Q3	$322K	Sell	3,861 -2,023	-34%	-$170K	0.02%	542
2025 Q2	$495K	Buy	+5,884	New	+$475K	0.02%	460
2024 Q3	–	Sell	-61,210	Closed	-$4.51M	–	1004
2024 Q2	$4.51M	Sell	61,210 -289	-0.5%	-$20.5K	0.1%	195
2024 Q1	$4.11M	Buy	+61,499	New	+$3.77M	0.1%	212

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Simplicity Wealth's PEG Position: Q2 2026 in Review

Simplicity Wealth increased its Public Service Enterprise Group (PEG) stake by 18% in Q2 2026, buying an estimated $57.8K and bringing the position to 4,756 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #736.

Simplicity Wealth first reported a position in PEG in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q2 2024. 830 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Simplicity Wealth held 4,756 shares of Public Service Enterprise Group worth $386K as of Q2 2026.
Simplicity Wealth bought 724 Public Service Enterprise Group shares in Q2 2026, an estimated $57.8K.
Public Service Enterprise Group made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #736 holding.
Simplicity Wealth first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's Public Service Enterprise Group position peaked at $4.51M in Q2 2024.
830 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.