KWM
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Kolinsky Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Kolinsky Wealth 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
2024
Q4 		$278K Buy
3,291
+4
+0.1% +$354 0.17% 120
2024
Q3 		$293K Buy
3,287
+25
+0.8% +$2K 0.19% 121
2024
Q2 		$240K Buy
+3,262
New +$232K 0.17% 127

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
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

Kolinsky Wealth Management's PEG Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Public Service Enterprise Group (PEG) stake by 0.12% in Q4 2024, buying an estimated $354 and bringing the position to 3,291 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #120.

Kolinsky Wealth Management first reported a position in PEG in Q2 2024 and has held it in 3 quarters since. The position peaked at $293K in Q3 2024. 1,246 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Kolinsky Wealth Management held 3,291 shares of Public Service Enterprise Group worth $278K as of Q4 2024.
  • Kolinsky Wealth Management bought 4 Public Service Enterprise Group shares in Q4 2024, an estimated $354.
  • Public Service Enterprise Group made up 0.17% of Kolinsky Wealth Management's portfolio in Q4 2024, its #120 holding.
  • Kolinsky Wealth Management first reported a position in Public Service Enterprise Group in Q2 2024 and has held it in 3 quarters since.
  • Kolinsky Wealth Management's Public Service Enterprise Group position peaked at $293K in Q3 2024.
  • 1,246 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.