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

Invera 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	-3,963	Closed	-$331K	–	93
2025 Q3	$331K	Sell	3,963 -4	-0.1%	-$336	0.2%	77
2025 Q2	$334K	Sell	3,967 -28	-0.7%	-$2.26K	0.22%	75
2025 Q1	$329K	Buy	+3,995	New	+$333K	0.21%	81

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invera Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 3,963 shares — an estimated $331K sold.

Invera Wealth Advisors first reported a position in PEG in Q1 2025 and held it in 3 quarters. The position peaked at $334K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Invera Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Invera Wealth Advisors sold 3,963 Public Service Enterprise Group shares in Q4 2025, an estimated $331K.
Invera Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 3 quarters.
Invera Wealth Advisors's Public Service Enterprise Group position peaked at $334K in Q2 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Invera Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.