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

Achmea 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
2025
Q3 		– Sell
-9,563
Closed -$805K – 322
2025
Q2 		$805K Hold
9,563
– – 0.01% 317
2025
Q1 		$787K Buy
9,563
+3,664
+62% +$306K 0.01% 343
2024
Q4 		$498K Sell
5,899
-4,189
-42% -$371K 0.01% 386
2024
Q3 		$900K Hold
10,088
– – 0.01% 368
2024
Q2 		$744K Hold
10,088
– – 0.01% 372
2024
Q1 		$674K Hold
10,088
– – 0.01% 392
2023
Q4 		$616K Buy
+10,088
New +$620K 0.01% 434
2023
Q3 		– Sell
-2,260
Closed -$142K – 597
2023
Q2 		$142K Buy
2,260
+1,128
+100% +$70.4K ﹤0.01% 537
2023
Q1 		$71K Hold
1,132
– – ﹤0.01% 511
2022
Q4 		$65K Sell
1,132
-12,400
-92% -$720K ﹤0.01% 555
2022
Q3 		$761K Hold
13,532
– – 0.03% 437
2022
Q2 		$856K Hold
13,532
– – 0.03% 428
2022
Q1 		$947K Buy
+13,532
New +$896K 0.02% 458
2021
Q4 		– Sell
-13,532
Closed -$824K – 482
2021
Q3 		$824K Buy
13,532
+1,132
+9% +$70.7K 0.03% 457
2021
Q2 		$741K Buy
+12,400
New +$766K 0.03% 458
2020
Q1 		– Sell
-5,178
Closed -$306K – 472
2019
Q4 		$306K Sell
5,178
-37,470
-88% -$2.27M 0.01% 493
2019
Q3 		$2.65M Sell
42,648
-2,708
-6% -$162K 0.1% 218
2019
Q2 		$2.67M Sell
45,356
-1,774
-4% -$106K 0.1% 229
2019
Q1 		$2.8M Sell
47,130
-2,932
-6% -$164K 0.12% 196
2018
Q4 		$2.6M Sell
50,062
-21,445
-30% -$1.15M 0.12% 188
2018
Q3 		$3.77M Buy
71,507
+5,900
+9% +$308K 0.14% 177
2018
Q2 		$3.55M Buy
65,607
+19,516
+42% +$1M 0.12% 207
2018
Q1 		$2.31M Hold
46,091
– – 0.08% 269
2017
Q4 		$2.37M Buy
46,091
+28,207
+158% +$1.42M 0.08% 273
2017
Q3 		$825K Sell
17,884
-3,812
-18% -$173K 0.05% 350
2017
Q2 		$932K Sell
21,696
-50,366
-70% -$2.23M 0.06% 337
2017
Q1 		$3.2M Buy
+72,062
New +$3.18M 0.15% 179

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Achmea Investment Management's PEG Position: Q3 2025 in Review

Achmea Investment Management sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 9,563 shares — an estimated $805K sold.

Achmea Investment Management first reported a position in PEG in Q1 2017 and held it in 27 quarters. The position peaked at $3.77M in Q3 2018. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Achmea Investment Management reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Achmea Investment Management sold 9,563 Public Service Enterprise Group shares in Q3 2025, an estimated $805K.
  • Achmea Investment Management first reported a position in Public Service Enterprise Group in Q1 2017 and held it in 27 quarters.
  • Achmea Investment Management's Public Service Enterprise Group position peaked at $3.77M in Q3 2018.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Achmea Investment Management's 13F filing for Q3 2025, filed 21 Nov 2025.