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Leo Wealth LLC’s Public Service Enterprise Group PEG Stock Holding History

Leo Wealth LLC’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 		– Sell
-15,726
Closed -$1.29M – 397
2025
Q1 		$1.29M Buy
15,726
+2,816
+22% +$235K 0.19% 105
2024
Q4 		$1.09M Sell
12,910
-5,725
-31% -$507K 0.1% 144
2024
Q3 		$1.66M Buy
18,635
+871
+5% +$69.5K 0.15% 107
2024
Q2 		$1.31M Buy
17,764
+118
+0.7% +$8.38K 0.13% 120
2024
Q1 		$1.18M Sell
17,646
-1,844
-9% -$113K 0.12% 130
2023
Q4 		$1.2M Buy
+19,490
New +$1.2M 0.12% 125

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

Leo Wealth LLC's PEG Position: Q2 2025 in Review

Leo Wealth LLC sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 15,726 shares — an estimated $1.29M sold.

Leo Wealth LLC first reported a position in PEG in Q4 2023 and held it in 6 quarters. The position peaked at $1.66M in Q3 2024. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Leo Wealth LLC reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 15,726 Public Service Enterprise Group shares in Q2 2025, an estimated $1.29M.
  • Leo Wealth LLC first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 6 quarters.
  • Leo Wealth LLC's Public Service Enterprise Group position peaked at $1.66M in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Leo Wealth LLC's 13F filing for Q2 2025, filed 24 Jul 2025.