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LifeWealth Investments’s Public Service Enterprise Group PEG Stock Holding History

LifeWealth Investments’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
Q1 		– Sell
-4,052
Closed -$342K – 165
2024
Q4 		$342K Buy
+4,052
New +$359K 0.23% 97

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Bank of America
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JP Morgan Chase
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Geode Capital Management
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Ameriprise
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Legal & General Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
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LifeWealth Investments's PEG Position: Q1 2025 in Review

LifeWealth Investments sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 4,052 shares — an estimated $342K sold.

LifeWealth Investments first reported a position in PEG in Q4 2024 and held it in 1 quarter. The position peaked at $342K in Q4 2024. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • LifeWealth Investments reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • LifeWealth Investments sold 4,052 Public Service Enterprise Group shares in Q1 2025, an estimated $342K.
  • LifeWealth Investments first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 1 quarter.
  • LifeWealth Investments's Public Service Enterprise Group position peaked at $342K in Q4 2024.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.