HCA
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Heck Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Heck Capital 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
Q1 		– Sell
-20
Closed -$1.69K – 628
2024
Q4 		$1.69K Buy
+20
New +$1.77K ﹤0.01% 663

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Bank of America
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JP Morgan Chase
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Geode Capital Management
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Ameriprise
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Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
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Heck Capital Advisors's PEG Position: Q1 2025 in Review

Heck Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 20 shares — an estimated $1.69K sold.

Heck Capital Advisors first reported a position in PEG in Q4 2024 and held it in 1 quarter. The position peaked at $1.69K in Q4 2024. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Heck Capital Advisors reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 20 Public Service Enterprise Group shares in Q1 2025, an estimated $1.69K.
  • Heck Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Public Service Enterprise Group position peaked at $1.69K in Q4 2024.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.