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 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Kingswood Wealth Advisors's PEG Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 3,004 shares — an estimated $253K sold.

Kingswood Wealth Advisors first reported a position in PEG in Q3 2023 and held it in 6 quarters. The position peaked at $783K in Q4 2023. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

Kingswood Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 3,004 Public Service Enterprise Group shares in Q3 2025, an estimated $253K.
Kingswood Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2023 and held it in 6 quarters.
Kingswood Wealth Advisors's Public Service Enterprise Group position peaked at $783K in Q4 2023.
1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.