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MSH Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

MSH Capital 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
-2,883
Closed -$243K – 251
2025
Q2 		$243K Hold
2,883
– – 0.07% 216
2025
Q1 		$237K Hold
2,883
– – 0.07% 209
2024
Q4 		$244K Sell
2,883
-2,892
-50% -$256K 0.08% 209
2024
Q3 		$515K Hold
5,775
– – 0.16% 142
2024
Q2 		$426K Buy
5,775
+158
+3% +$11.2K 0.14% 149
2024
Q1 		$375K Sell
5,617
-250
-4% -$15.3K 0.13% 153
2023
Q4 		$359K Sell
5,867
-157
-3% -$9.65K 0.13% 151
2023
Q3 		$343K Buy
6,024
+1
+0% +$61 0.13% 158
2023
Q2 		$377K Buy
6,023
+332
+6% +$20.7K 0.14% 157
2023
Q1 		$355K Buy
5,691
+874
+18% +$52.9K 0.15% 145
2022
Q4 		$295K Buy
4,817
+2
+0% +$116 0.13% 151
2022
Q3 		$271K Buy
4,815
+1
+0% +$64 0.13% 156
2022
Q2 		$305K Buy
4,814
+408
+9% +$27.7K 0.14% 142
2022
Q1 		$308K Buy
4,406
+183
+4% +$12.1K 0.13% 152
2021
Q4 		$282K Buy
+4,223
New +$267K 0.13% 155

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

MSH Capital Advisors's PEG Position: Q3 2025 in Review

MSH Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 2,883 shares — an estimated $243K sold.

MSH Capital Advisors first reported a position in PEG in Q4 2021 and held it in 15 quarters. The position peaked at $515K in Q3 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • MSH Capital Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • MSH Capital Advisors sold 2,883 Public Service Enterprise Group shares in Q3 2025, an estimated $243K.
  • MSH Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 15 quarters.
  • MSH Capital Advisors's Public Service Enterprise Group position peaked at $515K in Q3 2024.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on MSH Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.