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

Bernard 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
Q2 		– Sell
-28
Closed -$2.31K – 367
2025
Q1 		$2.31K Buy
+28
New +$2.34K ﹤0.01% 298

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

Bernard Wealth Management's PEG Position: Q2 2025 in Review

Bernard Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 28 shares — an estimated $2.31K sold.

Bernard Wealth Management first reported a position in PEG in Q1 2025 and held it in 1 quarter. The position peaked at $2.31K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Bernard Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 28 Public Service Enterprise Group shares in Q2 2025, an estimated $2.31K.
  • Bernard Wealth Management first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Public Service Enterprise Group position peaked at $2.31K in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.