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Loring Wolcott & Coolidge Fiduciary Advisors’s Public Service Enterprise Group PEG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		– Sell
-10
Closed -$818 – 550
2025
Q1 		$818 Hold
10
– – ﹤0.01% 532
2024
Q4 		$821 Hold
10
– – ﹤0.01% 536
2024
Q3 		$905 Buy
+10
New +$798 ﹤0.01% 556
2017
Q4 		– Sell
-22
Closed -$1K – 842
2017
Q3 		$1K Buy
+22
New +$996 ﹤0.01% 729

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PEG Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 10 shares — an estimated $818 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PEG in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2017. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 10 Public Service Enterprise Group shares in Q2 2025, an estimated $818.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Public Service Enterprise Group in Q3 2017 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Public Service Enterprise Group position peaked at $1K in Q3 2017.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.