CWC
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Carolinas Wealth Consulting’s Public Service Enterprise Group PEG Stock Holding History

Carolinas Wealth Consulting’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
-214
Closed -$17.6K – 677
2025
Q1 		$17.6K Sell
214
-1
-0.5% -$83 ﹤0.01% 471
2024
Q4 		$18.1K Buy
215
+1
+0.5% +$89 ﹤0.01% 481
2024
Q3 		$19K Buy
214
+2
+0.9% +$160 ﹤0.01% 482
2024
Q2 		$15.6K Buy
212
+3
+1% +$213 ﹤0.01% 506
2024
Q1 		$14.1K Buy
209
+5
+2% +$306 ﹤0.01% 516
2023
Q4 		$12.5K Buy
204
+2
+1% +$123 ﹤0.01% 508
2023
Q3 		$12.5K Buy
202
+1
+0.5% +$61 ﹤0.01% 492
2023
Q2 		$12.6K Buy
201
+2
+1% +$125 ﹤0.01% 563
2023
Q1 		$12.4K Buy
199
+1
+0.5% +$61 ﹤0.01% 576
2022
Q4 		$12.1K Buy
198
+2
+1% +$116 ﹤0.01% 589
2022
Q3 		$11K Buy
196
+1
+0.5% +$64 ﹤0.01% 553
2022
Q2 		$12K Sell
195
-12
-6% -$816 ﹤0.01% 542
2022
Q1 		$15K Buy
207
+1
+0.5% +$66 ﹤0.01% 539
2021
Q4 		$14K Buy
206
+1
+0.5% +$63 ﹤0.01% 569
2021
Q3 		$12K Buy
205
+157
+327% +$9.8K ﹤0.01% 561
2021
Q2 		$3K Hold
48
– – ﹤0.01% 769
2021
Q1 		$3K Hold
48
– – ﹤0.01% 779
2020
Q4 		$3K Sell
48
-29
-38% -$1.69K ﹤0.01% 709
2020
Q3 		$4K Buy
77
+28
+57% +$1.48K ﹤0.01% 601
2020
Q2 		$2K Buy
+49
New +$2.44K ﹤0.01% 510

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

Carolinas Wealth Consulting's PEG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 214 shares — an estimated $17.6K sold.

Carolinas Wealth Consulting first reported a position in PEG in Q2 2020 and held it in 20 quarters. The position peaked at $19K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 214 Public Service Enterprise Group shares in Q2 2025, an estimated $17.6K.
  • Carolinas Wealth Consulting first reported a position in Public Service Enterprise Group in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Public Service Enterprise Group position peaked at $19K in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.