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Apexium Financial’s Public Service Enterprise Group PEG Stock Holding History

Apexium Financial’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 		$7.75M Buy
92,874
+20,797
+29% +$1.74M 0.38% 41
2025
Q2 		$6.07M Buy
72,077
+100
+0.1% +$8.06K 0.32% 47
2025
Q1 		$5.92M Hold
71,977
– – 0.35% 45
2024
Q4 		$6.08M Buy
71,977
+2,000
+3% +$177K 0.37% 39
2024
Q3 		$6.24M Buy
69,977
+550
+0.8% +$43.9K 0.41% 36
2024
Q2 		$5.12M Hold
69,427
– – 0.37% 38
2024
Q1 		$4.65M Sell
69,427
-1,019
-1% -$62.4K 0.35% 39
2023
Q4 		$4.31M Sell
70,446
-195
-0.3% -$12K 0.31% 45
2023
Q3 		$4.02M Buy
70,641
+9
+0% +$553 0.4% 37
2023
Q2 		$4.42M Sell
70,632
-191
-0.3% -$11.9K 0.39% 34
2023
Q1 		$4.42M Buy
70,823
+10
+0% +$606 0.43% 32
2022
Q4 		$4.34M Sell
70,813
-211
-0.3% -$12.2K 0.45% 27
2022
Q3 		$3.99M Buy
71,024
+18,800
+36% +$1.21M 0.5% 26
2022
Q2 		$3.31M Buy
52,224
+1,264
+2% +$85.9K 1.9% 11
2022
Q1 		$3.4M Hold
50,960
– – 1.78% 11
2021
Q4 		$3.4M Hold
50,960
– – 1.76% 11
2021
Q3 		$3.1M Buy
+50,960
New +$3.18M 1.79% 11

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Apexium Financial's PEG Position: Q3 2025 in Review

Apexium Financial increased its Public Service Enterprise Group (PEG) stake by 29% in Q3 2025, buying an estimated $1.74M and bringing the position to 92,874 shares worth $7.75M. The position accounts for 0.38% of the portfolio, ranked #41.

Apexium Financial first reported a position in PEG in Q3 2021 and has held it in 17 quarters since. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Apexium Financial held 92,874 shares of Public Service Enterprise Group worth $7.75M as of Q3 2025.
  • Apexium Financial bought 20,797 Public Service Enterprise Group shares in Q3 2025, an estimated $1.74M.
  • Public Service Enterprise Group made up 0.38% of Apexium Financial's portfolio in Q3 2025, its #41 holding.
  • Apexium Financial first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 17 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.