Wealthcare Advisory Partners’s Public Service Enterprise Group PEG Stock Holding History

Wealthcare Advisory 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 Q2	$541K	Sell	6,666 -93	-1%	-$7.43K	0.01%	689
2026 Q1	$547K	Sell	6,759 -191	-3%	-$15.7K	0.01%	671
2025 Q4	$558K	Buy	6,950 +18	+0.3%	+$1.47K	0.01%	660
2025 Q3	$579K	Buy	6,932 +307	+5%	+$25.8K	0.01%	638
2025 Q2	$558K	Buy	6,625 +143	+2%	+$11.5K	0.01%	615
2025 Q1	$533K	Sell	6,482 -149	-2%	-$12.4K	0.01%	583
2024 Q4	$560K	Sell	6,631 -22	-0.3%	-$1.95K	0.02%	543
2024 Q3	$594K	Buy	6,653 +1,024	+18%	+$81.7K	0.02%	530
2024 Q2	$415K	Buy	+5,629	New	+$400K	0.01%	576
2021 Q2	–	Sell	-69	Closed	-$4K	–	1471
2021 Q1	$4K	Buy	+69	New	+$3.98K	﹤0.01%	1722
2020 Q1	–	Sell	-385	Closed	-$23K	–	1566
2019 Q4	$23K	Hold	385	–	–	﹤0.01%	733
2019 Q3	$24K	Sell	385 -505	-57%	-$30.2K	﹤0.01%	704
2019 Q2	$52K	Hold	890	–	–	0.01%	493
2019 Q1	$53K	Hold	890	–	–	0.01%	449
2018 Q4	$46K	Buy	890 +385	+76%	+$20.7K	0.01%	442
2018 Q3	$27K	Hold	505	–	–	0.01%	605
2018 Q2	$27K	Hold	505	–	–	0.01%	595
2018 Q1	$25K	Sell	505 -26	-5%	-$1.28K	0.01%	547
2017 Q4	$27K	Buy	531 +23	+5%	+$1.16K	0.01%	480
2017 Q3	$23K	Buy	+508	New	+$23K	0.01%	409

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Wealthcare Advisory Partners's PEG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Public Service Enterprise Group (PEG) stake by 1.4% in Q2 2026, selling an estimated $7.43K and leaving 6,666 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #689.

Wealthcare Advisory Partners first reported a position in PEG in Q3 2017 and has held it in 20 quarters since. The position peaked at $594K in Q3 2024. 321 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Wealthcare Advisory Partners held 6,666 shares of Public Service Enterprise Group worth $541K as of Q2 2026.
Wealthcare Advisory Partners sold 93 Public Service Enterprise Group shares in Q2 2026, an estimated $7.43K.
Public Service Enterprise Group made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #689 holding.
Wealthcare Advisory Partners first reported a position in Public Service Enterprise Group in Q3 2017 and has held it in 20 quarters since.
Wealthcare Advisory Partners's Public Service Enterprise Group position peaked at $594K in Q3 2024.
321 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.