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Callan Capital’s Public Service Enterprise Group PEG Stock Holding History

Callan Capital’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 		$288K Buy
3,499
+208
+6% +$17.4K 0.02% 295
2024
Q4 		$278K Buy
3,291
+39
+1% +$3.45K 0.02% 266
2024
Q3 		$290K Buy
3,252
+316
+11% +$25.2K 0.02% 270
2024
Q2 		$216K Buy
+2,936
New +$209K 0.02% 292

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 $3.37T AUM 44.26% 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

Callan Capital's PEG Position: Q1 2025 in Review

Callan Capital increased its Public Service Enterprise Group (PEG) stake by 6.3% in Q1 2025, buying an estimated $17.4K and bringing the position to 3,499 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #295.

Callan Capital first reported a position in PEG in Q2 2024 and has held it in 4 quarters since. The position peaked at $290K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Callan Capital held 3,499 shares of Public Service Enterprise Group worth $288K as of Q1 2025.
  • Callan Capital bought 208 Public Service Enterprise Group shares in Q1 2025, an estimated $17.4K.
  • Public Service Enterprise Group made up 0.02% of Callan Capital's portfolio in Q1 2025, its #295 holding.
  • Callan Capital first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 4 quarters since.
  • Callan Capital's Public Service Enterprise Group position peaked at $290K in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.