Marshall & Sterling Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Marshall & Sterling Wealth 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 Q4	–	Sell	-14	Closed	-$1.17K	–	544
2025 Q3	$1.17K	Buy	+14	New	+$1.17K	﹤0.01%	582

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PEG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 14 shares — an estimated $1.17K sold.

Marshall & Sterling Wealth Advisors first reported a position in PEG in Q3 2025 and held it in 1 quarter. The position peaked at $1.17K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 14 Public Service Enterprise Group shares in Q4 2025, an estimated $1.17K.
Marshall & Sterling Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 1 quarter.
Marshall & Sterling Wealth Advisors's Public Service Enterprise Group position peaked at $1.17K in Q3 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.