SWIM
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Smallwood Wealth Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Smallwood Wealth Investment 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 		$443K Hold
5,456
– – 0.19% 56
2026
Q1 		$442K Sell
5,456
-70
-1% -$5.74K 0.23% 46
2025
Q4 		$444K Sell
5,526
-3,782
-41% -$309K 0.23% 48
2025
Q3 		$777K Hold
9,308
– – 0.4% 35
2025
Q2 		$784K Buy
9,308
+70
+0.8% +$5.65K 0.45% 34
2025
Q1 		$760K Hold
9,238
– – 0.48% 29
2024
Q4 		$781K Sell
9,238
-29
-0.3% -$2.57K 0.53% 30
2024
Q3 		$827K Buy
9,267
+115
+1% +$9.18K 0.59% 26
2024
Q2 		$675K Hold
9,152
– – 0.52% 29
2024
Q1 		$611K Hold
9,152
– – 0.47% 35
2023
Q4 		$560K Buy
9,152
+3,782
+70% +$232K 0.46% 33
2023
Q3 		$306K Sell
5,370
-51
-0.9% -$3.13K 0.28% 48
2023
Q2 		$339K Hold
5,421
– – 0.3% 48
2023
Q1 		$339K Hold
5,421
– – 0.32% 45
2022
Q4 		$332K Hold
5,421
– – 0.28% 53
2022
Q3 		$305K Buy
5,421
+11
+0.2% +$708 0.27% 58
2022
Q2 		$342K Hold
5,410
– – 0.35% 48
2022
Q1 		$379K Sell
5,410
-14
-0.3% -$927 0.36% 40
2021
Q4 		$362K Buy
+5,424
New +$343K 0.34% 41

Other funds holding PEG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's PEG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Public Service Enterprise Group (PEG) position steady in Q2 2026 at 5,456 shares worth $443K. The position accounts for 0.19% of the portfolio, ranked #56.

Smallwood Wealth Investment Management first reported a position in PEG in Q4 2021 and has held it in 19 quarters since. The position peaked at $827K in Q3 2024. 507 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Smallwood Wealth Investment Management held 5,456 shares of Public Service Enterprise Group worth $443K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Public Service Enterprise Group share count unchanged in Q2 2026.
  • Public Service Enterprise Group made up 0.19% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #56 holding.
  • Smallwood Wealth Investment Management first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Public Service Enterprise Group position peaked at $827K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.