FFM
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Forum Financial Management’s Public Service Enterprise Group PEG Stock Holding History

Forum Financial 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
2024
Q4 		– Sell
-3,355
Closed -$299K – 954
2024
Q3 		$299K Buy
3,355
+2
+0.1% +$160 0.01% 518
2024
Q2 		$247K Buy
+3,353
New +$238K ﹤0.01% 565

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Forum Financial Management's PEG Position: Q4 2024 in Review

Forum Financial Management sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 3,355 shares — an estimated $299K sold.

Forum Financial Management first reported a position in PEG in Q2 2024 and held it in 2 quarters. The position peaked at $299K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Forum Financial Management reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,355 Public Service Enterprise Group shares in Q4 2024, an estimated $299K.
  • Forum Financial Management first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 2 quarters.
  • Forum Financial Management's Public Service Enterprise Group position peaked at $299K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Forum Financial Management's 13F filing for Q4 2024, filed 13 Feb 2025.