Formidable Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Formidable Asset 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	-2,500	Closed	-$211K	–	398
2024 Q4	$211K	Hold	2,500	–	–	0.03%	350
2024 Q3	$223K	Buy	+2,500	New	+$200K	0.04%	335
2019 Q2	–	Sell	-2,000	Closed	-$276K	–	309
2019 Q1	$276K	Buy	+2,000	New	+$112K	0.11%	143
2016 Q2	–	Sell	-200	Closed	-$9K	–	342
2016 Q1	$9K	Hold	200	–	–	0.01%	360
2015 Q4	$7K	Hold	200	–	–	﹤0.01%	426
2015 Q3	$8K	Hold	200	–	–	0.01%	440
2015 Q2	$8K	Hold	200	–	–	0.01%	392
2015 Q1	$8K	Sell	200 -85	-30%	-$3.55K	0.01%	381
2014 Q4	$12K	Hold	285	–	–	0.01%	312
2014 Q3	$12K	Hold	285	–	–	0.01%	309
2014 Q2	$12K	Hold	285	–	–	0.01%	328
2014 Q1	$12K	Hold	285	–	–	0.01%	300
2013 Q4	$10K	Hold	285	–	–	0.01%	339
2013 Q3	$10K	Buy	+285	New	+$9.43K	0.01%	303

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Formidable Asset Management's PEG Position: Q1 2025 in Review

Formidable Asset Management sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 2,500 shares — an estimated $211K sold.

Formidable Asset Management first reported a position in PEG in Q3 2013 and held it in 14 quarters. The position peaked at $276K in Q1 2019. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

Formidable Asset Management reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
Formidable Asset Management sold 2,500 Public Service Enterprise Group shares in Q1 2025, an estimated $211K.
Formidable Asset Management first reported a position in Public Service Enterprise Group in Q3 2013 and held it in 14 quarters.
Formidable Asset Management's Public Service Enterprise Group position peaked at $276K in Q1 2019.
1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Formidable Asset Management's 13F filing for Q1 2025, filed 5 May 2025.