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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

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
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.