Beacon Capital Management LLC (Tennessee)’s Public Service Enterprise Group PEG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-20	Closed	-$1.71K	–	760
2025 Q2	$1.71K	Hold	20	–	–	﹤0.01%	923
2025 Q1	$1.66K	Buy	+20	New	+$1.67K	﹤0.01%	976
2023 Q1	–	Sell	-10	Closed	-$613	–	992
2022 Q4	$613	Sell	10 -15	-60%	-$871	﹤0.01%	924
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	747
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	798
2022 Q1	$2K	Buy	+25	New	+$1.66K	﹤0.01%	798

Other funds holding PEG

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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

Beacon Capital Management LLC (Tennessee)'s PEG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 20 shares — an estimated $1.71K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PEG in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 20 Public Service Enterprise Group shares in Q3 2025, an estimated $1.71K.
Beacon Capital Management LLC (Tennessee) first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s Public Service Enterprise Group position peaked at $2K in Q3 2022.
1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.