Whipplewood Advisors’s Public Service Enterprise Group PEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.63K Sell
57
-18
-24% -$1.44K ﹤0.01% 321
2026
Q1
$6.07K Buy
75
+63
+525% +$5.17K ﹤0.01% 573
2025
Q4
$964 Buy
+12
New +$979 ﹤0.01% 416
2025
Q3
Sell
-230
Closed -$19.4K 924
2025
Q2
$19.4K Buy
230
+228
+11,400% +$18.4K 0.01% 466
2025
Q1
$18.6K Sell
2
-247
-99% -$20.6K 0.01% 467
2024
Q4
$21K Buy
+249
New +$22K 0.01% 438

Other funds holding PEG

Whipplewood Advisors's PEG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Public Service Enterprise Group (PEG) stake by 24% in Q2 2026, selling an estimated $1.44K and leaving 57 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Whipplewood Advisors first reported a position in PEG in Q4 2024 and has held it in 6 quarters since. The position peaked at $21K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Whipplewood Advisors held 57 shares of Public Service Enterprise Group worth $4.63K as of Q2 2026.
  • Whipplewood Advisors sold 18 Public Service Enterprise Group shares in Q2 2026, an estimated $1.44K.
  • Public Service Enterprise Group made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #321 holding.
  • Whipplewood Advisors first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Public Service Enterprise Group position peaked at $21K in Q4 2024.
  • 1,302 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.