FIM
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FWL Investment Management’s Public Service Enterprise Group PEG Stock Holding History

FWL Investment 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
-40
Closed -$3.38K – 321
2024
Q4 		$3.38K Sell
40
-55
-58% -$4.87K ﹤0.01% 280
2024
Q3 		$8.47K Hold
95
– – ﹤0.01% 244
2024
Q2 		$7K Hold
95
– – ﹤0.01% 198
2024
Q1 		$6.34K Buy
+95
New +$5.82K ﹤0.01% 184

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FWL Investment Management's PEG Position: Q1 2025 in Review

FWL Investment Management sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 40 shares — an estimated $3.38K sold.

FWL Investment Management first reported a position in PEG in Q1 2024 and held it in 4 quarters. The position peaked at $8.47K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • FWL Investment Management reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 40 Public Service Enterprise Group shares in Q1 2025, an estimated $3.38K.
  • FWL Investment Management first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 4 quarters.
  • FWL Investment Management's Public Service Enterprise Group position peaked at $8.47K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.