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Woodmont Investment Counsel’s Public Service Enterprise Group PEG Stock Holding History

Woodmont Investment Counsel’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 		$726K Sell
8,947
-14
-0.2% -$1.12K 0.04% 161
2026
Q1 		$725K Sell
8,961
-406
-4% -$33.3K 0.04% 158
2025
Q4 		$752K Sell
9,367
-51
-0.5% -$4.16K 0.05% 153
2025
Q3 		$786K Sell
9,418
-211
-2% -$17.7K 0.05% 152
2025
Q2 		$811K Sell
9,629
-356
-4% -$28.7K 0.05% 159
2025
Q1 		$822K Sell
9,985
-838
-8% -$69.9K 0.06% 155
2024
Q4 		$914K Buy
10,823
+28
+0.3% +$2.48K 0.07% 142
2024
Q3 		$963K Sell
10,795
-292
-3% -$23.3K 0.07% 137
2024
Q2 		$817K Sell
11,087
-137
-1% -$9.73K 0.07% 145
2024
Q1 		$750K Sell
11,224
-157
-1% -$9.62K 0.06% 158
2023
Q4 		$696K Sell
11,381
-518
-4% -$31.8K 0.07% 155
2023
Q3 		$677K Sell
11,899
-785
-6% -$48.2K 0.07% 152
2023
Q2 		$794K Sell
12,684
-100
-0.8% -$6.24K 0.08% 144
2023
Q1 		$798K Sell
12,784
-160
-1% -$9.69K 0.08% 144
2022
Q4 		$793K Sell
12,944
-300
-2% -$17.4K 0.09% 145
2022
Q3 		$745K Hold
13,244
– – 0.09% 143
2022
Q2 		$838K Hold
13,244
– – 0.1% 140
2022
Q1 		$927K Sell
13,244
-150
-1% -$9.93K 0.11% 141
2021
Q4 		$894K Sell
13,394
-100
-0.7% -$6.33K 0.11% 125
2021
Q3 		$822K Sell
13,494
-155
-1% -$9.68K 0.12% 124
2021
Q2 		$815K Sell
13,649
-450
-3% -$27.8K 0.13% 118
2021
Q1 		$849K Sell
14,099
-1,058
-7% -$61K 0.14% 111
2020
Q4 		$884K Sell
15,157
-7,327
-33% -$427K 0.16% 101
2020
Q3 		$1.24M Hold
22,484
– – 0.26% 78
2020
Q2 		$1.1M Sell
22,484
-1,393
-6% -$69.4K 0.26% 83
2020
Q1 		$1.07M Buy
+23,877
New +$1.29M 0.3% 79
2016
Q4 		– Sell
-1,989
Closed -$83K – 490
2016
Q3 		$83K Buy
+1,989
New +$87.6K 0.02% 219
2016
Q2 		– Sell
-1,800
Closed -$85K – 379
2016
Q1 		$85K Hold
1,800
– – 0.03% 222
2015
Q4 		$70K Hold
1,800
– – 0.02% 235
2015
Q3 		$76K Sell
1,800
-998
-36% -$40.7K 0.02% 234
2015
Q2 		$110K Buy
+2,798
New +$116K 0.03% 211

Other funds holding PEG

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
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
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Woodmont Investment Counsel's PEG Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Public Service Enterprise Group (PEG) stake by 0.16% in Q2 2026, selling an estimated $1.12K and leaving 8,947 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #161.

Woodmont Investment Counsel first reported a position in PEG in Q2 2015 and has held it in 31 quarters since. The position peaked at $1.24M in Q3 2020. 630 funds tracked by Wall St. Rank hold PEG as of Q2 2026.

  • Woodmont Investment Counsel held 8,947 shares of Public Service Enterprise Group worth $726K as of Q2 2026.
  • Woodmont Investment Counsel sold 14 Public Service Enterprise Group shares in Q2 2026, an estimated $1.12K.
  • Public Service Enterprise Group made up 0.04% of Woodmont Investment Counsel's portfolio in Q2 2026, its #161 holding.
  • Woodmont Investment Counsel first reported a position in Public Service Enterprise Group in Q2 2015 and has held it in 31 quarters since.
  • Woodmont Investment Counsel's Public Service Enterprise Group position peaked at $1.24M in Q3 2020.
  • 630 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.