Edge Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Edge Financial Advisors’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 Q4	$454K	Sell	5,653 -2,388	-30%	-$195K	0.19%	87
2025 Q3	$671K	Buy	8,041 +4,883	+155%	+$410K	0.3%	71
2025 Q2	$266K	Buy	3,158 +10	+0.3%	+$807	0.14%	107
2025 Q1	$259K	Buy	3,148 +24	+0.8%	+$2K	0.16%	86
2024 Q4	$264K	Sell	3,124 -4	-0.1%	-$354	0.24%	80
2024 Q3	$279K	Sell	3,128 -102	-3%	-$8.14K	0.25%	78
2024 Q2	$238K	Buy	3,230 +185	+6%	+$13.1K	0.25%	81
2024 Q1	$203K	Buy	+3,045	New	+$186K	0.18%	124

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edge Financial Advisors's PEG Position: Q4 2025 in Review

Edge Financial Advisors reduced its Public Service Enterprise Group (PEG) stake by 30% in Q4 2025, selling an estimated $195K and leaving 5,653 shares worth $454K. The position accounts for 0.19% of the portfolio, ranked #87.

Edge Financial Advisors first reported a position in PEG in Q1 2024 and has held it in 8 quarters since. The position peaked at $671K in Q3 2025. 1,281 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Edge Financial Advisors held 5,653 shares of Public Service Enterprise Group worth $454K as of Q4 2025.
Edge Financial Advisors sold 2,388 Public Service Enterprise Group shares in Q4 2025, an estimated $195K.
Public Service Enterprise Group made up 0.19% of Edge Financial Advisors's portfolio in Q4 2025, its #87 holding.
Edge Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Public Service Enterprise Group position peaked at $671K in Q3 2025.
1,281 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.