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Axxcess Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-7,457
Closed -$630K – 913
2024
Q4 		$630K Buy
7,457
+346
+5% +$30.6K 0.02% 497
2024
Q3 		$634K Buy
+7,111
New +$568K 0.02% 497

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Axxcess Wealth Management's PEG Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 7,457 shares — an estimated $630K sold.

Axxcess Wealth Management first reported a position in PEG in Q3 2024 and held it in 2 quarters. The position peaked at $634K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,457 Public Service Enterprise Group shares in Q1 2025, an estimated $630K.
  • Axxcess Wealth Management first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Public Service Enterprise Group position peaked at $634K in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.