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Legacy Investment Solutions’s Public Service Enterprise Group PEG Stock Holding History

Legacy Investment Solutions’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
Q2 		$56.1K Buy
+666
New +$53.7K 0.03% 148
2024
Q4 		$55.7K Sell
666
-8
-1% -$708 0.04% 117
2024
Q3 		$58.6K Buy
+674
New +$53.8K 0.03% 111

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

Legacy Investment Solutions's PEG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Public Service Enterprise Group (PEG) in Q2 2025: 666 shares worth $56.1K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in PEG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in PEG in Q3 2024 and has held it in 3 quarters since. The position peaked at $58.6K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Legacy Investment Solutions held 666 shares of Public Service Enterprise Group worth $56.1K as of Q2 2025.
  • Public Service Enterprise Group was a new Legacy Investment Solutions position in Q2 2025.
  • Public Service Enterprise Group made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #148 holding.
  • Legacy Investment Solutions first reported a position in Public Service Enterprise Group in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Public Service Enterprise Group position peaked at $58.6K in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.