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Forte Capital’s Public Service Enterprise Group PEG Stock Holding History

Forte Capital’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 		$287K Hold
3,407
– – 0.03% 217
2025
Q1 		$280K Buy
+3,407
New +$284K 0.03% 211

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

Forte Capital's PEG Position: Q2 2025 in Review

Forte Capital held its Public Service Enterprise Group (PEG) position steady in Q2 2025 at 3,407 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #217.

Forte Capital first reported a position in PEG in Q1 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Forte Capital held 3,407 shares of Public Service Enterprise Group worth $287K as of Q2 2025.
  • Forte Capital left its Public Service Enterprise Group share count unchanged in Q2 2025.
  • Public Service Enterprise Group made up 0.03% of Forte Capital's portfolio in Q2 2025, its #217 holding.
  • Forte Capital first reported a position in Public Service Enterprise Group in Q1 2025 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.