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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 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. 1,214 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.
1,214 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.