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Bellwether Advisors’s Public Service Enterprise Group PEG Stock Holding History

Bellwether Advisors’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
-30
Closed -$2.52K – 442
2025
Q2 		$2.52K Buy
+30
New +$2.42K ﹤0.01% 478
2023
Q1 		– Hold
0
– – – 473
2022
Q3 		– Sell
-24
Closed -$1K – 503
2022
Q2 		$1K Sell
24
-84
-78% -$5.71K ﹤0.01% 365
2022
Q1 		$7K Hold
108
– – ﹤0.01% 337
2021
Q4 		$7K Hold
108
– – ﹤0.01% 365
2021
Q3 		$6K Buy
+108
New +$6.74K ﹤0.01% 349

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

Bellwether Advisors's PEG Position: Q3 2025 in Review

Bellwether Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 30 shares — an estimated $2.52K sold.

Bellwether Advisors first reported a position in PEG in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q1 2022. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Bellwether Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 30 Public Service Enterprise Group shares in Q3 2025, an estimated $2.52K.
  • Bellwether Advisors first reported a position in Public Service Enterprise Group in Q3 2021 and held it in 5 quarters.
  • Bellwether Advisors's Public Service Enterprise Group position peaked at $7K in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.