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Compass Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Compass Financial Services’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
-83
Closed -$6.83K – 316
2025
Q1 		$6.83K Buy
+83
New +$6.92K ﹤0.01% 211

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State Street
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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

Compass Financial Services's PEG Position: Q2 2025 in Review

Compass Financial Services sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 83 shares — an estimated $6.83K sold.

Compass Financial Services first reported a position in PEG in Q1 2025 and held it in 1 quarter. The position peaked at $6.83K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Compass Financial Services reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Compass Financial Services sold 83 Public Service Enterprise Group shares in Q2 2025, an estimated $6.83K.
  • Compass Financial Services first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 1 quarter.
  • Compass Financial Services's Public Service Enterprise Group position peaked at $6.83K in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Compass Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.