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

HCM

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

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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aware Super Sydney, Australia $7.06B AUM

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 Albany, New York $79.3B AUM 43.63% 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

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. 502 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.
502 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.