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

FLP 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
Q1 		– Sell
-42
Closed -$3.58K – 342
2024
Q4 		$3.58K Buy
+42
New +$3.72K 0.01% 330

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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

FLP Wealth Management's PEG Position: Q1 2025 in Review

FLP Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 42 shares — an estimated $3.58K sold.

FLP Wealth Management first reported a position in PEG in Q4 2024 and held it in 1 quarter. The position peaked at $3.58K in Q4 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • FLP Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 42 Public Service Enterprise Group shares in Q1 2025, an estimated $3.58K.
  • FLP Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Public Service Enterprise Group position peaked at $3.58K in Q4 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.