Wealth Enhancement Advisory Services
PEG icon

Wealth Enhancement Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Wealth Enhancement Advisory Services’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 		$9.19M Sell
120,372
-15,123
-11% -$1.21M 0.02% 702
2026
Q1 		$10.7M Buy
135,495
+46,211
+52% +$3.79M 0.02% 563
2025
Q4 		$7.01M Sell
89,284
-13,158
-13% -$1.07M 0.01% 852
2025
Q3 		$8.25M Buy
102,442
+14,226
+16% +$1.19M 0.01% 735
2025
Q2 		$7.16M Sell
88,216
-1,910
-2% -$154K 0.01% 749
2025
Q1 		$7.42M Buy
90,126
+3,601
+4% +$300K 0.01% 691
2024
Q4 		$7.31M Buy
86,525
+8,022
+10% +$710K 0.01% 667
2024
Q3 		$7M Buy
78,503
+1,996
+3% +$159K 0.02% 623
2024
Q2 		$5.64M Buy
76,507
+2,674
+4% +$190K 0.01% 653
2024
Q1 		$4.93M Buy
73,833
+1,555
+2% +$95.2K 0.01% 664
2023
Q4 		$4.42M Buy
72,278
+5,338
+8% +$328K 0.01% 638
2023
Q3 		$3.81M Buy
66,940
+61,628
+1,160% +$3.79M 0.01% 648
2023
Q2 		$333K Buy
5,312
+1,039
+24% +$64.9K ﹤0.01% 416
2023
Q1 		$267K Buy
+4,273
New +$259K ﹤0.01% 461

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AV
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
KC
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

Wealth Enhancement Advisory Services's PEG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Public Service Enterprise Group (PEG) stake by 11% in Q2 2026, selling an estimated $1.21M and leaving 120,372 shares worth $9.19M. The position accounts for 0.02% of the portfolio, ranked #702.

Wealth Enhancement Advisory Services first reported a position in PEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.7M in Q1 2026. 285 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 120,372 shares of Public Service Enterprise Group worth $9.19M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 15,123 Public Service Enterprise Group shares in Q2 2026, an estimated $1.21M.
  • Public Service Enterprise Group made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #702 holding.
  • Wealth Enhancement Advisory Services first reported a position in Public Service Enterprise Group in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Public Service Enterprise Group position peaked at $10.7M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.