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

Ledgewood 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
-2,548
Closed -$214K – 76
2025
Q2 		$214K Sell
2,548
-309
-11% -$24.9K 0.14% 65
2025
Q1 		$235K Hold
2,857
– – 0.15% 61
2024
Q4 		$241K Hold
2,857
– – 0.16% 60
2024
Q3 		$255K Hold
2,857
– – 0.17% 58
2024
Q2 		$211K Buy
+2,857
New +$203K 0.18% 56

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

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

Ledgewood Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 2,548 shares — an estimated $214K sold.

Ledgewood Wealth Advisors first reported a position in PEG in Q2 2024 and held it in 5 quarters. The position peaked at $255K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Ledgewood Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Ledgewood Wealth Advisors sold 2,548 Public Service Enterprise Group shares in Q3 2025, an estimated $214K.
  • Ledgewood Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 5 quarters.
  • Ledgewood Wealth Advisors's Public Service Enterprise Group position peaked at $255K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.