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

Towerpoint 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	$202K	Buy	+2,487	New	+$199K	0.07%	113
2024 Q4	–	Sell	-2,282	Closed	-$204K	–	86
2024 Q3	$204K	Buy	+2,282	New	+$182K	0.1%	83
2023 Q1	–	Sell	-3,282	Closed	-$201K	–	84
2022 Q4	$201K	Buy	+3,282	New	+$191K	0.12%	78
2022 Q3	–	Sell	-3,282	Closed	-$208K	–	86
2022 Q2	$208K	Hold	3,282	–	–	0.12%	82
2022 Q1	$230K	Hold	3,282	–	–	0.11%	77
2021 Q4	$219K	Hold	3,282	–	–	0.1%	77
2021 Q3	$200K	Buy	+3,282	New	+$205K	0.1%	75
2019 Q4	–	Sell	-3,282	Closed	-$204K	–	73
2019 Q3	$204K	Buy	+3,282	New	+$196K	0.14%	47

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

Towerpoint Wealth's PEG Position: Q2 2026 in Review

Towerpoint Wealth opened a new position in Public Service Enterprise Group (PEG) in Q2 2026: 2,487 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings. This is a return to the name: Towerpoint Wealth previously reported a position in PEG as recently as Q3 2024.

Towerpoint Wealth first reported a position in PEG in Q3 2019 and has held it in 8 quarters since. The position peaked at $230K in Q1 2022. 285 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Towerpoint Wealth held 2,487 shares of Public Service Enterprise Group worth $202K as of Q2 2026.
Public Service Enterprise Group was a new Towerpoint Wealth position in Q2 2026.
Public Service Enterprise Group made up 0.07% of Towerpoint Wealth's portfolio in Q2 2026, its #113 holding.
Towerpoint Wealth first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 8 quarters since.
Towerpoint Wealth's Public Service Enterprise Group position peaked at $230K in Q1 2022.
285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

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