Trifecta Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Trifecta Capital Advisors’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	–	Sell	-4	Closed	-$325	–	442
2026 Q2	$325	Buy	+4	New	+$319	﹤0.01%	445
2025 Q4	–	Sell	-18	Closed	-$1.5K	–	401
2025 Q3	$1.5K	Hold	18	–	–	﹤0.01%	371
2025 Q2	$1.52K	Hold	18	–	–	﹤0.01%	376
2025 Q1	$1.48K	Hold	18	–	–	﹤0.01%	339
2024 Q4	$1.52K	Hold	18	–	–	﹤0.01%	333
2024 Q3	$1.61K	Hold	18	–	–	﹤0.01%	335
2024 Q2	$1.33K	Hold	18	–	–	﹤0.01%	354
2024 Q1	$1.2K	Hold	18	–	–	﹤0.01%	360
2023 Q4	$1.1K	Hold	18	–	–	﹤0.01%	389
2023 Q3	$1.02K	Hold	18	–	–	﹤0.01%	370
2023 Q2	$1.13K	Hold	18	–	–	﹤0.01%	363
2023 Q1	$1.12K	Hold	18	–	–	﹤0.01%	360
2022 Q4	$1.1K	Buy	+18	New	+$1.04K	﹤0.01%	369

Other funds holding PEG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Trifecta Capital Advisors's PEG Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2026, closing a stake of 4 shares — an estimated $325 sold.

Trifecta Capital Advisors first reported a position in PEG in Q4 2022 and held it in 13 quarters. The position peaked at $1.61K in Q3 2024. 787 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

Trifecta Capital Advisors reported no remaining Public Service Enterprise Group position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 4 Public Service Enterprise Group shares in Q3 2026, an estimated $325.
Trifecta Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's Public Service Enterprise Group position peaked at $1.61K in Q3 2024.
787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.