CA
PEG icon

Cornerstone Advisory’s Public Service Enterprise Group PEG Stock Holding History

Cornerstone Advisory’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
-2,529
Closed -$212K – 239
2024
Q4 		$212K Buy
+2,529
New +$224K 0.02% 224
2022
Q1 		– Sell
-1,500
Closed -$100K – 620
2021
Q4 		$100K Buy
+1,500
New +$94.9K 0.01% 331

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cornerstone Advisory's PEG Position: Q1 2025 in Review

Cornerstone Advisory sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 2,529 shares — an estimated $212K sold.

Cornerstone Advisory first reported a position in PEG in Q4 2021 and held it in 2 quarters. The position peaked at $212K in Q4 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Cornerstone Advisory reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Advisory sold 2,529 Public Service Enterprise Group shares in Q1 2025, an estimated $212K.
  • Cornerstone Advisory first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 2 quarters.
  • Cornerstone Advisory's Public Service Enterprise Group position peaked at $212K in Q4 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Cornerstone Advisory's 13F filing for Q1 2025, filed 7 May 2025.