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Capital Advisors Inc’s Public Service Enterprise Group PEG Stock Holding History

Capital Advisors Inc’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
-3,504
Closed -$288K – 337
2025
Q1 		$288K Buy
+3,504
New +$292K 0.01% 256

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Bank of America
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Geode Capital Management
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JP Morgan Chase
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Ameriprise
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Capital Research Global Investors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
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Capital Advisors Inc's PEG Position: Q2 2025 in Review

Capital Advisors Inc sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 3,504 shares — an estimated $288K sold.

Capital Advisors Inc first reported a position in PEG in Q1 2025 and held it in 1 quarter. The position peaked at $288K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Capital Advisors Inc reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 3,504 Public Service Enterprise Group shares in Q2 2025, an estimated $288K.
  • Capital Advisors Inc first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 1 quarter.
  • Capital Advisors Inc's Public Service Enterprise Group position peaked at $288K in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Capital Advisors Inc's 13F filing for Q2 2025, filed 22 Jul 2025.