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Grey Fox Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-150
Closed -$12.5K – 464
2025
Q3 		$12.5K Buy
+150
New +$12.6K ﹤0.01% 382
2023
Q2 		– Sell
-179
Closed -$11.2K – 397
2023
Q1 		$11.2K Hold
179
– – 0.01% 301
2022
Q4 		$11K Buy
+179
New +$10.4K 0.01% 279

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Grey Fox Wealth Advisors's PEG Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 150 shares — an estimated $12.5K sold.

Grey Fox Wealth Advisors first reported a position in PEG in Q4 2022 and held it in 3 quarters. The position peaked at $12.5K in Q3 2025. 1,281 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 150 Public Service Enterprise Group shares in Q4 2025, an estimated $12.5K.
  • Grey Fox Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Public Service Enterprise Group position peaked at $12.5K in Q3 2025.
  • 1,281 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.