CF
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Copperwynd Financial’s Public Service Enterprise Group PEG Stock Holding History

Copperwynd Financial’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 		$922K Buy
10,955
+72
+0.7% +$5.81K 0.23% 85
2025
Q1 		$896K Buy
10,883
+169
+2% +$14.1K 0.25% 83
2024
Q4 		$905K Buy
10,714
+145
+1% +$12.8K 0.25% 72
2024
Q3 		$943K Buy
10,569
+119
+1% +$9.5K 0.28% 66
2024
Q2 		$834K Buy
10,450
+822
+9% +$58.4K 0.27% 65
2024
Q1 		$643K Buy
9,628
+309
+3% +$18.9K 0.23% 90
2023
Q4 		$570K Buy
9,319
+211
+2% +$13K 0.23% 91
2023
Q3 		$518K Sell
9,108
-160
-2% -$9.83K 0.24% 83
2023
Q2 		$580K Buy
9,268
+231
+3% +$14.4K 0.27% 85
2023
Q1 		$564K Buy
9,037
+55
+0.6% +$3.33K 0.29% 80
2022
Q4 		$550K Buy
8,982
+7
+0.1% +$406 0.31% 77
2022
Q3 		$505K Sell
8,975
-254
-3% -$16.4K 0.29% 75
2022
Q2 		$584K Sell
9,229
-191
-2% -$13K 0.34% 66
2022
Q1 		$659K Buy
9,420
+427
+5% +$28.3K 0.27% 71
2021
Q4 		$600K Buy
8,993
+521
+6% +$33K 0.23% 78
2021
Q3 		$516K Buy
8,472
+216
+3% +$13.5K 0.21% 94
2021
Q2 		$493K Buy
8,256
+224
+3% +$13.8K 0.21% 101
2021
Q1 		$484K Buy
8,032
+186
+2% +$10.7K 0.22% 89
2020
Q4 		$457K Sell
7,846
-232
-3% -$13.5K 0.22% 78
2020
Q3 		$444K Sell
8,078
-133
-2% -$7.04K 0.24% 70
2020
Q2 		$404K Sell
8,211
-518
-6% -$25.8K 0.23% 73
2020
Q1 		$392K Sell
8,729
-162
-2% -$8.75K 0.19% 56
2019
Q4 		$525K Buy
8,891
+533
+6% +$32.3K 0.28% 79
2019
Q3 		$512K Buy
8,358
+1,130
+16% +$67.5K 0.29% 74
2019
Q2 		$425K Buy
7,228
+252
+4% +$15K 0.24% 77
2019
Q1 		$414K Buy
6,976
+335
+5% +$18.7K 0.25% 71
2018
Q4 		$346K Buy
6,641
+236
+4% +$12.7K 0.21% 63
2018
Q3 		$338K Buy
6,405
+245
+4% +$12.8K 0.2% 80
2018
Q2 		$334K Buy
6,160
+79
+1% +$4.06K 0.23% 72
2018
Q1 		$306K Buy
6,081
+571
+10% +$28K 0.21% 74
2017
Q4 		$284K Buy
+5,510
New +$278K 0.21% 77

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

Copperwynd Financial's PEG Position: Q2 2025 in Review

Copperwynd Financial increased its Public Service Enterprise Group (PEG) stake by 0.66% in Q2 2025, buying an estimated $5.81K and bringing the position to 10,955 shares worth $922K. The position accounts for 0.23% of the portfolio, ranked #85.

Copperwynd Financial first reported a position in PEG in Q4 2017 and has held it in 31 quarters since. The position peaked at $943K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Copperwynd Financial held 10,955 shares of Public Service Enterprise Group worth $922K as of Q2 2025.
  • Copperwynd Financial bought 72 Public Service Enterprise Group shares in Q2 2025, an estimated $5.81K.
  • Public Service Enterprise Group made up 0.23% of Copperwynd Financial's portfolio in Q2 2025, its #85 holding.
  • Copperwynd Financial first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's Public Service Enterprise Group position peaked at $943K in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.