Williams Jones Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Williams Jones Wealth 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	$284K	Buy	3,494 +50	+1%	+$3.99K	﹤0.01%	456
2026 Q1	$279K	Buy	3,444 +40	+1%	+$3.28K	﹤0.01%	432
2025 Q4	$273K	Buy	3,404 +109	+3%	+$8.89K	﹤0.01%	436
2025 Q3	$275K	Hold	3,295	–	–	﹤0.01%	427
2025 Q2	$277K	Sell	3,295 -35	-1%	-$2.82K	﹤0.01%	430
2025 Q1	$274K	Sell	3,330 -650	-16%	-$54.2K	﹤0.01%	415
2024 Q4	$336K	Sell	3,980 -804	-17%	-$71.2K	﹤0.01%	397
2024 Q3	$427K	Buy	4,784 +1	+0%	+$80	0.01%	382
2024 Q2	$353K	Sell	4,783 -386	-7%	-$27.4K	﹤0.01%	393
2024 Q1	$345K	Sell	5,169 -965	-16%	-$59.1K	﹤0.01%	413
2023 Q4	$375K	Sell	6,134 -270	-4%	-$16.6K	0.01%	390
2023 Q3	$364K	Hold	6,404	–	–	0.01%	390
2023 Q2	$401K	Sell	6,404 -20	-0.3%	-$1.25K	0.01%	379
2023 Q1	$401K	Sell	6,424 -1,119	-15%	-$67.8K	0.01%	403
2022 Q4	$462K	Sell	7,543 -1,308	-15%	-$75.9K	0.01%	371
2022 Q3	$498K	Buy	8,851 +1,257	+17%	+$80.9K	0.01%	356
2022 Q2	$481K	Buy	7,594 +76	+1%	+$5.17K	0.01%	367
2022 Q1	$526K	Hold	7,518	–	–	0.01%	341
2021 Q4	$502K	Buy	7,518 +33	+0.4%	+$2.09K	0.01%	333
2021 Q3	$456K	Hold	7,485	–	–	0.01%	334
2021 Q2	$447K	Sell	7,485 -11	-0.1%	-$680	0.01%	336
2021 Q1	$451K	Sell	7,496 -77	-1%	-$4.44K	0.01%	324
2020 Q4	$442K	Buy	7,573 +951	+14%	+$55.4K	0.01%	303
2020 Q3	$364K	Buy	6,622 +1,435	+28%	+$76K	0.01%	309
2020 Q2	$255K	Hold	5,187	–	–	0.01%	340
2020 Q1	$233K	Sell	5,187 -206	-4%	-$11.1K	0.01%	323
2019 Q4	$318K	Hold	5,393	–	–	0.01%	351
2019 Q3	$335K	Buy	+5,393	New	+$322K	0.01%	321

Other funds holding PEG

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Williams Jones Wealth Management's PEG Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Public Service Enterprise Group (PEG) stake by 1.5% in Q2 2026, buying an estimated $3.99K and bringing the position to 3,494 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Williams Jones Wealth Management first reported a position in PEG in Q3 2019 and has held it in 28 quarters since. The position peaked at $526K in Q1 2022. 664 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

Williams Jones Wealth Management held 3,494 shares of Public Service Enterprise Group worth $284K as of Q2 2026.
Williams Jones Wealth Management bought 50 Public Service Enterprise Group shares in Q2 2026, an estimated $3.99K.
Public Service Enterprise Group made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #456 holding.
Williams Jones Wealth Management first reported a position in Public Service Enterprise Group in Q3 2019 and has held it in 28 quarters since.
Williams Jones Wealth Management's Public Service Enterprise Group position peaked at $526K in Q1 2022.
664 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.