GWM
PEG icon

Gitterman Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Gitterman Wealth 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
Q3 		– Sell
-2,394
Closed -$202K – 275
2025
Q2 		$202K Buy
+2,394
New +$193K 0.05% 146
2022
Q1 		– Sell
-3,096
Closed -$207K – 117
2021
Q4 		$207K Buy
+3,096
New +$196K 0.15% 81

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

Gitterman Wealth Management's PEG Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 2,394 shares — an estimated $202K sold.

Gitterman Wealth Management first reported a position in PEG in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,394 Public Service Enterprise Group shares in Q3 2025, an estimated $202K.
  • Gitterman Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 2 quarters.
  • Gitterman Wealth Management's Public Service Enterprise Group position peaked at $207K in Q4 2021.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.