Marshall & Sullivan’s Public Service Enterprise Group PEG Stock Holding History

Marshall & Sullivan’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 Q3	–	Sell	-394	Closed	-$33.2K	–	88
2025 Q2	$33.2K	Buy	+394	New	+$31.8K	0.02%	82
2023 Q1	–	Sell	-394	Closed	-$24.1K	–	71
2022 Q4	$24.1K	Buy	+394	New	+$22.9K	0.02%	71
2022 Q3	–	Sell	-394	Closed	-$24K	–	75
2022 Q2	$24K	Buy	+394	New	+$26.8K	0.01%	71
2021 Q1	–	Sell	-23	Closed	-$394	–	53
2020 Q4	$394	Sell	23 -765	-97%	-$44.5K	0.04%	57
2020 Q3	$43K	Buy	+788	New	+$41.7K	0.03%	52
2018 Q3	–	Sell	-788	Closed	-$42.7K	–	71
2018 Q2	$42.7K	Buy	+788	New	+$40.5K	0.04%	62

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

Marshall & Sullivan's PEG Position: Q3 2025 in Review

Marshall & Sullivan sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 394 shares — an estimated $33.2K sold.

Marshall & Sullivan first reported a position in PEG in Q2 2018 and held it in 6 quarters. The position peaked at $43K in Q3 2020. 1,218 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

Marshall & Sullivan reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
Marshall & Sullivan sold 394 Public Service Enterprise Group shares in Q3 2025, an estimated $33.2K.
Marshall & Sullivan first reported a position in Public Service Enterprise Group in Q2 2018 and held it in 6 quarters.
Marshall & Sullivan's Public Service Enterprise Group position peaked at $43K in Q3 2020.
1,218 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.