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Masso Torrence Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Masso Torrence Wealth Management’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 		$546K Buy
6,538
+347
+6% +$29.1K 0.23% 64
2025
Q2 		$521K Buy
6,191
+179
+3% +$14.4K 0.24% 64
2025
Q1 		$495K Buy
6,012
+93
+2% +$7.76K 0.26% 62
2024
Q4 		$500K Buy
5,919
+68
+1% +$6.02K 0.26% 57
2024
Q3 		$522K Buy
5,851
+83
+1% +$6.62K 0.28% 52
2024
Q2 		$425K Buy
5,768
+693
+14% +$49.2K 0.24% 57
2024
Q1 		$339K Buy
5,075
+916
+22% +$56.1K 0.2% 69
2023
Q4 		$254K Buy
+4,159
New +$256K 0.17% 75
2023
Q3 		– Sell
-3,461
Closed -$217K – 86
2023
Q2 		$217K Sell
3,461
-115
-3% -$7.18K 0.16% 78
2023
Q1 		$223K Sell
3,576
-2,128
-37% -$129K 0.18% 82
2022
Q4 		$349K Sell
5,704
-1,449
-20% -$84.1K 0.28% 68
2022
Q3 		$402K Buy
7,153
+1,915
+37% +$123K 0.36% 50
2022
Q2 		$331K Buy
5,238
+384
+8% +$26.1K 0.29% 59
2022
Q1 		$340K Buy
4,854
+329
+7% +$21.8K 0.27% 59
2021
Q4 		$302K Buy
+4,525
New +$286K 0.21% 75

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

Masso Torrence Wealth Management's PEG Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Public Service Enterprise Group (PEG) stake by 5.6% in Q3 2025, buying an estimated $29.1K and bringing the position to 6,538 shares worth $546K. The position accounts for 0.23% of the portfolio, ranked #64.

Masso Torrence Wealth Management first reported a position in PEG in Q4 2021 and has held it in 15 quarters since. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Masso Torrence Wealth Management held 6,538 shares of Public Service Enterprise Group worth $546K as of Q3 2025.
  • Masso Torrence Wealth Management bought 347 Public Service Enterprise Group shares in Q3 2025, an estimated $29.1K.
  • Public Service Enterprise Group made up 0.23% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #64 holding.
  • Masso Torrence Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 15 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.