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

Kingswood 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
Q3 		– Sell
-3,004
Closed -$253K – 832
2025
Q2 		$253K Sell
3,004
-1,950
-39% -$157K 0.02% 620
2025
Q1 		$408K Sell
4,954
-28
-0.6% -$2.34K 0.04% 452
2024
Q4 		$421K Buy
+4,982
New +$441K 0.03% 496
2024
Q3 		– Sell
-6,261
Closed -$461K – 731
2024
Q2 		$461K Buy
+6,261
New +$445K 0.04% 411
2024
Q1 		– Sell
-12,803
Closed -$783K – 680
2023
Q4 		$783K Buy
12,803
+2,611
+26% +$160K 0.09% 243
2023
Q3 		$580K Buy
+10,192
New +$626K 0.1% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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