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Atria Wealth Solutions’s Public Service Enterprise Group PEG Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.1M Sell
13,170
-847
-6% -$68.3K 0.02% 603
2025
Q1 		$1.15M Sell
14,017
-6,473
-32% -$540K 0.01% 826
2024
Q4 		$1.73M Buy
20,490
+2,963
+17% +$262K 0.02% 696
2024
Q3 		$1.56M Buy
17,527
+2,289
+15% +$183K 0.02% 731
2024
Q2 		$1.12M Buy
15,238
+1,481
+11% +$105K 0.01% 844
2024
Q1 		$925K Sell
13,757
-3,636
-21% -$223K 0.01% 947
2023
Q4 		$1.06M Buy
17,393
+3,072
+21% +$189K 0.01% 834
2023
Q3 		$815K Sell
14,321
-853
-6% -$52.4K 0.01% 906
2023
Q2 		$950K Buy
15,174
+3,110
+26% +$194K 0.01% 858
2023
Q1 		$753K Sell
12,064
-2,247
-16% -$136K 0.01% 930
2022
Q4 		$877K Buy
14,311
+50
+0.4% +$2.9K 0.01% 810
2022
Q3 		$802K Buy
+14,261
New +$918K 0.01% 805
2022
Q2 		– Sell
-8,591
Closed -$601K – 1829
2022
Q1 		$601K Buy
+8,591
New +$569K 0.01% 966

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 $3.37T AUM 44.26% 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

Atria Wealth Solutions's PEG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Public Service Enterprise Group (PEG) stake by 6% in Q2 2025, selling an estimated $68.3K and leaving 13,170 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #603.

Atria Wealth Solutions first reported a position in PEG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.73M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Atria Wealth Solutions held 13,170 shares of Public Service Enterprise Group worth $1.1M as of Q2 2025.
  • Atria Wealth Solutions sold 847 Public Service Enterprise Group shares in Q2 2025, an estimated $68.3K.
  • Public Service Enterprise Group made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #603 holding.
  • Atria Wealth Solutions first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Public Service Enterprise Group position peaked at $1.73M in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.