Measured Wealth Private Client Group’s Public Service Enterprise Group PEG Stock Holding History

Measured Wealth Private Client Group’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	-36	Closed	-$3K	–	766
2025 Q3	$3K	Buy	+36	New	+$3.02K	﹤0.01%	625
2023 Q1	–	Sell	-6,538	Closed	-$401K	–	183
2022 Q4	$401K	Hold	6,538	–	–	0.16%	87
2022 Q3	$368K	Hold	6,538	–	–	0.16%	81
2022 Q2	$414K	Hold	6,538	–	–	0.18%	83
2022 Q1	$458K	Sell	6,538 -253	-4%	-$16.7K	0.17%	75
2021 Q4	$453K	Hold	6,791	–	–	0.16%	80
2021 Q3	$414K	Hold	6,791	–	–	0.16%	81
2021 Q2	$406K	Hold	6,791	–	–	0.13%	100
2021 Q1	$409K	Hold	6,791	–	–	0.15%	80
2020 Q4	$396K	Hold	6,791	–	–	0.16%	70
2020 Q3	$373K	Buy	6,791 +79	+1%	+$4.18K	0.18%	70
2020 Q2	$330K	Buy	6,712 +174	+3%	+$8.67K	0.19%	70
2020 Q1	$294K	Hold	6,538	–	–	0.23%	61
2019 Q4	$386K	Hold	6,538	–	–	0.26%	60
2019 Q3	$406K	Hold	6,538	–	–	0.26%	65
2019 Q2	$385K	Hold	6,538	–	–	0.22%	94
2019 Q1	$388K	Hold	6,538	–	–	0.24%	90
2018 Q4	$340K	Hold	6,538	–	–	0.31%	51
2018 Q3	$345K	Buy	6,538 +200	+3%	+$10.4K	0.21%	91
2018 Q2	$343K	Buy	+6,338	New	+$326K	0.28%	80

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 $3.37T AUM 44.26% 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

Measured Wealth Private Client Group's PEG Position: Q4 2025 in Review

Measured Wealth Private Client Group sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 36 shares — an estimated $3K sold.

Measured Wealth Private Client Group first reported a position in PEG in Q2 2018 and held it in 20 quarters. The position peaked at $458K in Q1 2022. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Measured Wealth Private Client Group reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Measured Wealth Private Client Group sold 36 Public Service Enterprise Group shares in Q4 2025, an estimated $3K.
Measured Wealth Private Client Group first reported a position in Public Service Enterprise Group in Q2 2018 and held it in 20 quarters.
Measured Wealth Private Client Group's Public Service Enterprise Group position peaked at $458K in Q1 2022.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2025, filed 10 Feb 2026.