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Meridian Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Meridian 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
Q1 		– Sell
-3,345
Closed -$283K – 175
2024
Q4 		$283K Sell
3,345
-8
-0.2% -$708 0.05% 149
2024
Q3 		$299K Buy
3,353
+4
+0.1% +$319 0.05% 149
2024
Q2 		$247K Buy
+3,349
New +$238K 0.04% 157

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

Meridian Wealth Advisors's PEG Position: Q1 2025 in Review

Meridian Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 3,345 shares — an estimated $283K sold.

Meridian Wealth Advisors first reported a position in PEG in Q2 2024 and held it in 3 quarters. The position peaked at $299K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Meridian Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,345 Public Service Enterprise Group shares in Q1 2025, an estimated $283K.
  • Meridian Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 3 quarters.
  • Meridian Wealth Advisors's Public Service Enterprise Group position peaked at $299K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Meridian Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.