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

Centricity 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 		$8.42K Hold
100
– – 0.01% 337
2025
Q1 		$8.23K Hold
100
– – 0.01% 335
2024
Q4 		$8.45K Buy
+100
New +$8.85K 0.01% 345

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Centricity Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2025 at 100 shares worth $8.42K. The position accounts for 0.01% of the portfolio, ranked #337.

Centricity Wealth Management first reported a position in PEG in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.45K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Centricity Wealth Management held 100 shares of Public Service Enterprise Group worth $8.42K as of Q2 2025.
  • Centricity Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2025.
  • Public Service Enterprise Group made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #337 holding.
  • Centricity Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Public Service Enterprise Group position peaked at $8.45K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.