Triad Wealth Partners
PEG icon

Triad Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Triad Wealth Partners’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
Q3 		$376K Sell
5,586
-644
-10% -$48.3K 0.02% 384
2026
Q2 		$477K Buy
6,230
+562
+10% +$44.9K 0.03% 324
2026
Q1 		$459K Buy
5,668
+105
+2% +$8.61K 0.04% 289
2025
Q4 		$447K Buy
5,563
+35
+0.6% +$2.86K 0.04% 288
2025
Q3 		$461K Buy
5,528
+321
+6% +$26.9K 0.06% 217
2025
Q2 		$438K Buy
5,207
+577
+12% +$46.5K 0.09% 170
2025
Q1 		$381K Buy
4,630
+50
+1% +$4.17K 0.12% 128
2024
Q4 		$387K Buy
+4,580
New +$405K 0.14% 113
2024
Q3 		– Sell
-45
Closed -$3.32K – 656
2024
Q2 		$3.32K Buy
+45
New +$3.2K ﹤0.01% 657

Other funds holding PEG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Triad Wealth Partners's PEG Position: Q3 2026 in Review

Triad Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 10% in Q3 2026, selling an estimated $48.3K and leaving 5,586 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #384.

Triad Wealth Partners first reported a position in PEG in Q2 2024 and has held it in 9 quarters since. The position peaked at $477K in Q2 2026. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Triad Wealth Partners held 5,586 shares of Public Service Enterprise Group worth $376K as of Q3 2026.
  • Triad Wealth Partners sold 644 Public Service Enterprise Group shares in Q3 2026, an estimated $48.3K.
  • Public Service Enterprise Group made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #384 holding.
  • Triad Wealth Partners first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 9 quarters since.
  • Triad Wealth Partners's Public Service Enterprise Group position peaked at $477K in Q2 2026.
  • 787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.