Avantax Planning Partners’s Public Service Enterprise Group PEG Stock Holding History

Avantax Planning Partners’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	-3,892	Closed	-$328K	–	450
2025 Q2	$328K	Sell	3,892 -82	-2%	-$6.61K	0.01%	339
2025 Q1	$327K	Sell	3,974 -262	-6%	-$21.9K	0.01%	323
2024 Q4	$358K	Sell	4,236 -308	-7%	-$27.3K	0.01%	303
2024 Q3	$405K	Sell	4,544 -3,280	-42%	-$262K	0.01%	286
2024 Q2	$577K	Sell	7,824 -3,685	-32%	-$262K	0.02%	267
2024 Q1	$769K	Buy	+11,509	New	+$705K	0.02%	232
2018 Q4	–	Sell	-785	Closed	-$41K	–	937
2018 Q3	$41K	Buy	+785	New	+$41K	﹤0.01%	531
2018 Q2	–	Sell	-853	Closed	-$43K	–	1116
2018 Q1	$43K	Buy	+853	New	+$41.9K	﹤0.01%	560

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Avantax Planning Partners's PEG Position: Q3 2025 in Review

Avantax Planning Partners sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 3,892 shares — an estimated $328K sold.

Avantax Planning Partners first reported a position in PEG in Q1 2018 and held it in 8 quarters. The position peaked at $769K in Q1 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

Avantax Planning Partners reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 3,892 Public Service Enterprise Group shares in Q3 2025, an estimated $328K.
Avantax Planning Partners first reported a position in Public Service Enterprise Group in Q1 2018 and held it in 8 quarters.
Avantax Planning Partners's Public Service Enterprise Group position peaked at $769K in Q1 2024.
1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.