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

Monument Group 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 Q3	–	Sell	-3,164	Closed	-$266K	–	53
2025 Q2	$266K	Buy	3,164 +14	+0.4%	+$1.13K	0.17%	42
2025 Q1	$259K	Hold	3,150	–	–	0.18%	40
2024 Q4	$266K	Hold	3,150	–	–	0.19%	39
2024 Q3	$281K	Hold	3,150	–	–	0.17%	41
2024 Q2	$232K	Hold	3,150	–	–	0.16%	42
2024 Q1	$210K	Buy	+3,150	New	+$193K	0.16%	46

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

Monument Group Wealth Advisors's PEG Position: Q3 2025 in Review

Monument Group Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 3,164 shares — an estimated $266K sold.

Monument Group Wealth Advisors first reported a position in PEG in Q1 2024 and held it in 6 quarters. The position peaked at $281K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

Monument Group Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
Monument Group Wealth Advisors sold 3,164 Public Service Enterprise Group shares in Q3 2025, an estimated $266K.
Monument Group Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 6 quarters.
Monument Group Wealth Advisors's Public Service Enterprise Group position peaked at $281K in Q3 2024.
1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.