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Atwood & Palmer’s Public Service Enterprise Group PEG Stock Holding History

Atwood & Palmer’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
-112
Closed -$9.43K – 522
2025
Q2 		$9.43K Buy
+112
New +$9.03K ﹤0.01% 397
2016
Q1 		– Sell
-2,000
Closed -$77K – 365
2015
Q4 		$77K Hold
2,000
– – 0.01% 181
2015
Q3 		$84K Hold
2,000
– – 0.02% 164
2015
Q2 		$79K Hold
2,000
– – 0.01% 172
2015
Q1 		$84K Hold
2,000
– – 0.02% 161
2014
Q4 		$83K Hold
2,000
– – 0.02% 175
2014
Q3 		$74K Buy
+2,000
New +$73.9K 0.01% 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 $3.37T 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

Atwood & Palmer's PEG Position: Q3 2025 in Review

Atwood & Palmer sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 112 shares — an estimated $9.43K sold.

Atwood & Palmer first reported a position in PEG in Q3 2014 and held it in 7 quarters. The position peaked at $84K in Q3 2015. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Atwood & Palmer reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Atwood & Palmer sold 112 Public Service Enterprise Group shares in Q3 2025, an estimated $9.43K.
  • Atwood & Palmer first reported a position in Public Service Enterprise Group in Q3 2014 and held it in 7 quarters.
  • Atwood & Palmer's Public Service Enterprise Group position peaked at $84K in Q3 2015.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Atwood & Palmer's 13F filing for Q3 2025, filed 15 Oct 2025.