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

HCR 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	-3,319	Closed	-$271K	–	259
2025 Q3	$271K	Sell	3,319 -4	-0.1%	-$336	0.03%	197
2025 Q2	$280K	Sell	3,323 -500	-13%	-$40.3K	0.03%	192
2025 Q1	$315K	Buy	+3,823	New	+$319K	0.04%	176
2024 Q4	–	Sell	-2,319	Closed	-$207K	–	235
2024 Q3	$207K	Buy	+2,319	New	+$185K	0.03%	220

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 $3.38T AUM 44.17% 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

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

Norges Bank Oslo, Norway $1T AUM

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

HCR Wealth Advisors's PEG Position: Q4 2025 in Review

HCR Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 3,319 shares — an estimated $271K sold.

HCR Wealth Advisors first reported a position in PEG in Q3 2024 and held it in 4 quarters. The position peaked at $315K in Q1 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

HCR Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
HCR Wealth Advisors sold 3,319 Public Service Enterprise Group shares in Q4 2025, an estimated $271K.
HCR Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 4 quarters.
HCR Wealth Advisors's Public Service Enterprise Group position peaked at $315K in Q1 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on HCR Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.