Freestone Capital Holdings’s Public Service Enterprise Group PEG Stock Holding History

Freestone Capital Holdings’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	–	Sell	-3,015	Closed	-$248K	–	480
2025 Q1	$248K	Buy	3,015 +44	+1%	+$3.67K	0.01%	389
2024 Q4	$251K	Sell	2,971 -6	-0.2%	-$531	0.01%	376
2024 Q3	$266K	Buy	2,977 +7	+0.2%	+$559	0.01%	372
2024 Q2	$219K	Buy	+2,970	New	+$211K	0.01%	425
2021 Q1	–	Sell	-1,510	Closed	-$88K	–	907
2020 Q4	$88K	Buy	1,510 +406	+37%	+$23.6K	0.01%	455
2020 Q3	$60.6K	Buy	+1,104	New	+$58.5K	﹤0.01%	458

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Freestone Capital Holdings's PEG Position: Q2 2025 in Review

Freestone Capital Holdings sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 3,015 shares — an estimated $248K sold.

Freestone Capital Holdings first reported a position in PEG in Q3 2020 and held it in 6 quarters. The position peaked at $266K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

Freestone Capital Holdings reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
Freestone Capital Holdings sold 3,015 Public Service Enterprise Group shares in Q2 2025, an estimated $248K.
Freestone Capital Holdings first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 6 quarters.
Freestone Capital Holdings's Public Service Enterprise Group position peaked at $266K in Q3 2024.
1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Freestone Capital Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.