WPC
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Wedmont Private Capital’s Public Service Enterprise Group PEG Stock Holding History

Wedmont Private Capital’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 		$439K Buy
6,104
+112
+2% +$8.4K 0.01% 631
2026
Q2 		$483K Sell
5,992
-304
-5% -$24.3K 0.01% 563
2026
Q1 		$521K Sell
6,296
-19
-0.3% -$1.56K 0.02% 482
2025
Q4 		$490K Buy
6,315
+3
+0% +$245 0.02% 482
2025
Q3 		$508K Buy
6,312
+21
+0.3% +$1.76K 0.02% 456
2025
Q2 		$513K Buy
6,291
+304
+5% +$24.5K 0.02% 418
2025
Q1 		$492K Sell
5,987
-125
-2% -$10.4K 0.03% 392
2024
Q4 		$515K Buy
6,112
+649
+12% +$57.4K 0.03% 366
2024
Q3 		$492K Buy
5,463
+207
+4% +$16.5K 0.03% 358
2024
Q2 		$401K Buy
+5,256
New +$374K 0.03% 404
2024
Q1 		– Sell
-3,546
Closed -$220K – 623
2023
Q4 		$220K Buy
+3,546
New +$218K 0.02% 505

Other funds holding PEG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Wedmont Private Capital's PEG Position: Q3 2026 in Review

Wedmont Private Capital increased its Public Service Enterprise Group (PEG) stake by 1.9% in Q3 2026, buying an estimated $8.4K and bringing the position to 6,104 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #631.

Wedmont Private Capital first reported a position in PEG in Q4 2023 and has held it in 11 quarters since. The position peaked at $521K in Q1 2026. 38 funds tracked by Wall St. Rank hold PEG as of Q3 2026.

  • Wedmont Private Capital held 6,104 shares of Public Service Enterprise Group worth $439K as of Q3 2026.
  • Wedmont Private Capital bought 112 Public Service Enterprise Group shares in Q3 2026, an estimated $8.4K.
  • Public Service Enterprise Group made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #631 holding.
  • Wedmont Private Capital first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 11 quarters since.
  • Wedmont Private Capital's Public Service Enterprise Group position peaked at $521K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.