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

Congress 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 		$1.67M Sell
19,791
-19,576
-50% -$1.58M 0.02% 589
2025
Q1 		$3.26M Buy
39,367
+34,783
+759% +$2.9M 0.04% 396
2024
Q4 		$387K Buy
+4,584
New +$406K 0.01% 702

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 50% in Q2 2025, selling an estimated $1.58M and leaving 19,791 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #589.

Congress Wealth Management first reported a position in PEG in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.26M in Q1 2025. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Congress Wealth Management held 19,791 shares of Public Service Enterprise Group worth $1.67M as of Q2 2025.
  • Congress Wealth Management sold 19,576 Public Service Enterprise Group shares in Q2 2025, an estimated $1.58M.
  • Public Service Enterprise Group made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #589 holding.
  • Congress Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Public Service Enterprise Group position peaked at $3.26M in Q1 2025.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.