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Kathmere Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Kathmere Capital Management’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
-2,539
Closed -$215K – 452
2024
Q4 		$215K Buy
+2,539
New +$225K 0.02% 377
2020
Q4 		– Sell
-1,300
Closed -$71K – 432
2020
Q3 		$71K Buy
+1,300
New +$68.8K 0.02% 203

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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kathmere Capital Management's PEG Position: Q1 2025 in Review

Kathmere Capital Management sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 2,539 shares — an estimated $215K sold.

Kathmere Capital Management first reported a position in PEG in Q3 2020 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Kathmere Capital Management reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 2,539 Public Service Enterprise Group shares in Q1 2025, an estimated $215K.
  • Kathmere Capital Management first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's Public Service Enterprise Group position peaked at $215K in Q4 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Kathmere Capital Management's 13F filing for Q1 2025, filed 1 May 2025.