FCA
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Fortis Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Fortis Capital 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
Q3 		– Sell
-11,371
Closed -$957K – 299
2025
Q2 		$957K Buy
+11,371
New +$917K 0.17% 95

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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
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

Fortis Capital Advisors's PEG Position: Q3 2025 in Review

Fortis Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 11,371 shares — an estimated $957K sold.

Fortis Capital Advisors first reported a position in PEG in Q2 2025 and held it in 1 quarter. The position peaked at $957K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Fortis Capital Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 11,371 Public Service Enterprise Group shares in Q3 2025, an estimated $957K.
  • Fortis Capital Advisors first reported a position in Public Service Enterprise Group in Q2 2025 and held it in 1 quarter.
  • Fortis Capital Advisors's Public Service Enterprise Group position peaked at $957K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Fortis Capital Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.