AAS
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Avantax Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Avantax Advisory Services’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 		$7.97M Buy
94,720
+2,426
+3% +$196K 0.04% 320
2025
Q1 		$7.6M Buy
92,294
+842
+0.9% +$70.2K 0.05% 311
2024
Q4 		$7.73M Buy
91,452
+3,020
+3% +$267K 0.05% 285
2024
Q3 		$7.89M Buy
88,432
+16,182
+22% +$1.29M 0.05% 283
2024
Q2 		$5.32M Buy
72,250
+26,496
+58% +$1.88M 0.04% 350
2024
Q1 		$3.06M Sell
45,754
-3,410
-7% -$209K 0.03% 423
2023
Q4 		$3.01M Sell
49,164
-3,994
-8% -$245K 0.03% 399
2023
Q3 		$3.03M Sell
53,158
-2,135
-4% -$131K 0.03% 358
2023
Q2 		$3.46M Buy
55,293
+1,151
+2% +$71.9K 0.04% 326
2023
Q1 		$3.38M Sell
54,142
-3,484
-6% -$211K 0.04% 321
2022
Q4 		$3.53M Buy
57,626
+180
+0.3% +$10.4K 0.05% 290
2022
Q3 		$3.23M Buy
57,446
+1,836
+3% +$118K 0.05% 278
2022
Q2 		$3.52M Buy
55,610
+176
+0.3% +$12K 0.05% 260
2022
Q1 		$3.88M Buy
55,434
+124
+0.2% +$8.21K 0.05% 250
2021
Q4 		$3.69M Buy
55,310
+17,352
+46% +$1.1M 0.06% 246
2021
Q3 		$2.31M Buy
37,958
+1,846
+5% +$115K 0.04% 314
2021
Q2 		$2.16M Buy
36,112
+937
+3% +$57.9K 0.04% 312
2021
Q1 		$2.12M Buy
35,175
+2,530
+8% +$146K 0.05% 280
2020
Q4 		$1.91M Sell
32,645
-10,072
-24% -$586K 0.05% 275
2020
Q3 		$2.34M Buy
42,717
+11,330
+36% +$600K 0.04% 338
2020
Q2 		$1.54M Buy
31,387
+952
+3% +$47.4K 0.04% 269
2020
Q1 		$1.37M Buy
30,435
+2,367
+8% +$128K 0.04% 251
2019
Q4 		$1.66M Buy
28,068
+8,277
+42% +$502K 0.04% 247
2019
Q3 		$1.23M Buy
19,791
+974
+5% +$58.2K 0.05% 182
2019
Q2 		$1.11M Buy
18,817
+1,274
+7% +$75.9K 0.05% 180
2019
Q1 		$1.04M Sell
17,543
-726
-4% -$40.6K 0.06% 172
2018
Q4 		$950K Buy
+18,269
New +$983K 0.16% 134

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

Avantax Advisory Services's PEG Position: Q2 2025 in Review

Avantax Advisory Services increased its Public Service Enterprise Group (PEG) stake by 2.6% in Q2 2025, buying an estimated $196K and bringing the position to 94,720 shares worth $7.97M. The position accounts for 0.04% of the portfolio, ranked #320.

Avantax Advisory Services first reported a position in PEG in Q4 2018 and has held it in 27 quarters since. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Avantax Advisory Services held 94,720 shares of Public Service Enterprise Group worth $7.97M as of Q2 2025.
  • Avantax Advisory Services bought 2,426 Public Service Enterprise Group shares in Q2 2025, an estimated $196K.
  • Public Service Enterprise Group made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #320 holding.
  • Avantax Advisory Services first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 27 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.