WIM
PEG icon

WealthPlan Investment Management’s Public Service Enterprise Group PEG Stock Holding History

WealthPlan Investment Management’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 		$444K Buy
5,469
+488
+10% +$39K 0.02% 341
2026
Q1 		$403K Buy
+4,981
New +$408K 0.02% 334
2023
Q1 		– Sell
-4,887
Closed -$300K – 532
2022
Q4 		$300K Buy
4,887
+200
+4% +$11.6K 0.02% 315
2022
Q3 		$281K Buy
+4,687
New +$302K 0.02% 306
2022
Q1 		$326K Buy
+4,687
New +$310K 0.02% 304

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
New York State Teachers Retirement System (NYSTRS)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

WealthPlan Investment Management's PEG Position: Q2 2026 in Review

WealthPlan Investment Management increased its Public Service Enterprise Group (PEG) stake by 9.8% in Q2 2026, buying an estimated $39K and bringing the position to 5,469 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #341.

WealthPlan Investment Management first reported a position in PEG in Q1 2022 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • WealthPlan Investment Management held 5,469 shares of Public Service Enterprise Group worth $444K as of Q2 2026.
  • WealthPlan Investment Management bought 488 Public Service Enterprise Group shares in Q2 2026, an estimated $39K.
  • Public Service Enterprise Group made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #341 holding.
  • WealthPlan Investment Management first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.