Treasure Coast Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Treasure Coast Financial Planning’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	–	Sell	-2,500	Closed	-$202K	–	53
2026 Q1	$202K	Hold	2,500	–	–	0.1%	47
2025 Q4	$201K	Hold	2,500	–	–	0.11%	45
2025 Q3	$209K	Hold	2,500	–	–	0.12%	43
2025 Q2	$210K	Buy	+2,500	New	+$202K	0.12%	41

Other funds holding PEG

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Treasure Coast Financial Planning's PEG Position: Q2 2026 in Review

Treasure Coast Financial Planning sold out of Public Service Enterprise Group (PEG) in Q2 2026, closing a stake of 2,500 shares — an estimated $202K sold.

Treasure Coast Financial Planning first reported a position in PEG in Q2 2025 and held it in 4 quarters. The position peaked at $210K in Q2 2025. 551 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Treasure Coast Financial Planning reported no remaining Public Service Enterprise Group position as of Q2 2026 after selling out during the quarter.
Treasure Coast Financial Planning sold 2,500 Public Service Enterprise Group shares in Q2 2026, an estimated $202K.
Treasure Coast Financial Planning first reported a position in Public Service Enterprise Group in Q2 2025 and held it in 4 quarters.
Treasure Coast Financial Planning's Public Service Enterprise Group position peaked at $210K in Q2 2025.
551 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.