Global Financial Private Client’s Public Service Enterprise Group PEG Stock Holding History

Global Financial Private Client’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	-53	Closed	-$4.36K	–	1206
2025 Q1	$4.36K	Buy	53 +13	+33%	+$1.08K	﹤0.01%	713
2024 Q4	$3.38K	Buy	40 +8	+25%	+$708	﹤0.01%	673
2024 Q3	$2.85K	Hold	32	–	–	﹤0.01%	692
2024 Q2	$2.36K	Hold	32	–	–	﹤0.01%	562
2024 Q1	$2.13K	Hold	32	–	–	﹤0.01%	588
2023 Q4	$1.96K	Hold	32	–	–	﹤0.01%	584
2023 Q3	$1.75K	Hold	32	–	–	﹤0.01%	582
2023 Q2	$2.01K	Hold	32	–	–	﹤0.01%	577
2023 Q1	$1.96K	Hold	32	–	–	﹤0.01%	581
2022 Q4	$1.96K	Hold	32	–	–	﹤0.01%	561
2022 Q3	$1.85K	Hold	32	–	–	﹤0.01%	535
2022 Q2	$2.07K	Hold	32	–	–	﹤0.01%	520
2022 Q1	$2.27K	Hold	32	–	–	﹤0.01%	525
2021 Q4	$2.13K	Hold	32	–	–	﹤0.01%	521
2021 Q3	$1.94K	Hold	32	–	–	﹤0.01%	473
2021 Q2	$1.93K	Hold	32	–	–	﹤0.01%	482
2021 Q1	$1.91K	Hold	32	–	–	﹤0.01%	441
2020 Q4	$1.87K	Hold	32	–	–	﹤0.01%	432
2020 Q3	$1.76K	Sell	32 -199	-86%	-$10.5K	﹤0.01%	414
2020 Q2	$11.5K	Sell	231 -1	-0.4%	-$50	0.01%	328
2020 Q1	$9.93K	Hold	232	–	–	0.01%	352
2019 Q4	$13.7K	Buy	+232	New	+$14.1K	0.01%	359

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Global Financial Private Client's PEG Position: Q2 2025 in Review

Global Financial Private Client sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 53 shares — an estimated $4.36K sold.

Global Financial Private Client first reported a position in PEG in Q4 2019 and held it in 22 quarters. The position peaked at $13.7K in Q4 2019. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

Global Financial Private Client reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 53 Public Service Enterprise Group shares in Q2 2025, an estimated $4.36K.
Global Financial Private Client first reported a position in Public Service Enterprise Group in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Public Service Enterprise Group position peaked at $13.7K in Q4 2019.
1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.