Glass Jacobson Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Glass Jacobson Investment 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 Q2	–	Sell	-37	Closed	-$3.13K	–	763
2025 Q1	$3.13K	Hold	37	–	–	﹤0.01%	709
2024 Q4	$3.13K	Buy	+37	New	+$3.27K	﹤0.01%	709
2023 Q4	–	Sell	-8	Closed	-$456	–	790
2023 Q3	$456	Sell	8 -3	-27%	-$184	﹤0.01%	760
2023 Q2	$689	Buy	+11	New	+$687	﹤0.01%	733
2022 Q4	$674	Buy	+11	New	+$639	﹤0.01%	771

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

Glass Jacobson Investment Advisors's PEG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 37 shares — an estimated $3.13K sold.

Glass Jacobson Investment Advisors first reported a position in PEG in Q4 2022 and held it in 5 quarters. The position peaked at $3.13K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 37 Public Service Enterprise Group shares in Q2 2025, an estimated $3.13K.
Glass Jacobson Investment Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 5 quarters.
Glass Jacobson Investment Advisors's Public Service Enterprise Group position peaked at $3.13K in Q1 2025.
1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.