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Marcum Wealth’s Public Service Enterprise Group PEG Stock Holding History

Marcum Wealth’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 		$288K Buy
3,502
+35
+1% +$2.92K 0.02% 290
2024
Q4 		$293K Buy
3,467
+41
+1% +$3.63K 0.03% 284
2024
Q3 		$306K Sell
3,426
-308
-8% -$24.6K 0.03% 279
2024
Q2 		$275K Buy
+3,734
New +$265K 0.03% 289
2024
Q1 		– Sell
-3,835
Closed -$235K – 409
2023
Q4 		$235K Sell
3,835
-66
-2% -$4.06K 0.03% 303
2023
Q3 		$222K Sell
3,901
-307
-7% -$18.9K 0.03% 299
2023
Q2 		$263K Buy
4,208
+136
+3% +$8.49K 0.03% 273
2023
Q1 		$254K Buy
4,072
+41
+1% +$2.48K 0.03% 279
2022
Q4 		$247K Sell
4,031
-914
-18% -$53.1K 0.03% 274
2022
Q3 		$278K Buy
4,945
+207
+4% +$13.3K 0.04% 249
2022
Q2 		$300K Sell
4,738
-1,060
-18% -$72.1K 0.04% 233
2022
Q1 		$406K Sell
5,798
-229
-4% -$15.2K 0.06% 195
2021
Q4 		$402K Sell
6,027
-298
-5% -$18.9K 0.06% 198
2021
Q3 		$385K Sell
6,325
-1,054
-14% -$65.8K 0.06% 197
2021
Q2 		$441K Buy
7,379
+97
+1% +$5.99K 0.07% 167
2021
Q1 		$438K Buy
+7,282
New +$420K 0.07% 164

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Marcum Wealth's PEG Position: Q1 2025 in Review

Marcum Wealth increased its Public Service Enterprise Group (PEG) stake by 1% in Q1 2025, buying an estimated $2.92K and bringing the position to 3,502 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #290.

Marcum Wealth first reported a position in PEG in Q1 2021 and has held it in 16 quarters since. The position peaked at $441K in Q2 2021. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Marcum Wealth held 3,502 shares of Public Service Enterprise Group worth $288K as of Q1 2025.
  • Marcum Wealth bought 35 Public Service Enterprise Group shares in Q1 2025, an estimated $2.92K.
  • Public Service Enterprise Group made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #290 holding.
  • Marcum Wealth first reported a position in Public Service Enterprise Group in Q1 2021 and has held it in 16 quarters since.
  • Marcum Wealth's Public Service Enterprise Group position peaked at $441K in Q2 2021.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.