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Coppell Advisory Solutions’s Public Service Enterprise Group PEG Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-137
Closed -$11.6K – 1418
2024
Q4 		$11.6K Sell
137
-15
-10% -$1.33K ﹤0.01% 1060
2024
Q3 		$13.4K Buy
152
+15
+11% +$1.2K ﹤0.01% 997
2024
Q2 		$10.1K Buy
+137
New +$9.73K ﹤0.01% 999
2023
Q4 		$96K Buy
+1,570
New +$96.5K 0.02% 371
2023
Q3 		– Sell
-10
Closed -$618 – 1454
2023
Q2 		$618 Buy
+10
New +$624 ﹤0.01% 1214

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

Coppell Advisory Solutions's PEG Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 137 shares — an estimated $11.6K sold.

Coppell Advisory Solutions first reported a position in PEG in Q2 2023 and held it in 5 quarters. The position peaked at $96K in Q4 2023. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 137 Public Service Enterprise Group shares in Q1 2025, an estimated $11.6K.
  • Coppell Advisory Solutions first reported a position in Public Service Enterprise Group in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Public Service Enterprise Group position peaked at $96K in Q4 2023.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.