BWG
PEG icon

Berry Wealth Group’s Public Service Enterprise Group PEG Stock Holding History

Berry Wealth Group’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
-20,104
Closed -$1.69M – 86
2025
Q2 		$1.69M Buy
20,104
+445
+2% +$35.9K 1.18% 25
2025
Q1 		$1.62M Buy
19,659
+361
+2% +$30.1K 1.27% 26
2024
Q4 		$1.63M Sell
19,298
-284
-1% -$25.1K 1.18% 27
2024
Q3 		$1.75M Buy
19,582
+4,990
+34% +$398K 1.25% 27
2024
Q2 		$1.08M Buy
+14,592
New +$1.04M 0.86% 28

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

Berry Wealth Group's PEG Position: Q3 2025 in Review

Berry Wealth Group sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 20,104 shares — an estimated $1.69M sold.

Berry Wealth Group first reported a position in PEG in Q2 2024 and held it in 5 quarters. The position peaked at $1.75M in Q3 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Berry Wealth Group reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 20,104 Public Service Enterprise Group shares in Q3 2025, an estimated $1.69M.
  • Berry Wealth Group first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 5 quarters.
  • Berry Wealth Group's Public Service Enterprise Group position peaked at $1.75M in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.