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My Legacy Advisors’s Public Service Enterprise Group PEG Stock Holding History

My Legacy 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
Q2 		$729K Buy
8,879
+201
+2% +$16.2K 0.26% 106
2025
Q1 		$714K Buy
8,678
+275
+3% +$22.9K 0.28% 110
2024
Q4 		$725K Buy
8,403
+394
+5% +$34.9K 0.28% 97
2024
Q3 		$714K Sell
8,009
-1,131
-12% -$90.3K 0.28% 109
2024
Q2 		$674K Buy
9,140
+1,310
+17% +$93.1K 0.22% 123
2024
Q1 		$523K Buy
7,830
+350
+5% +$21.4K 0.18% 150
2023
Q4 		$451K Buy
7,480
+1,880
+34% +$116K 0.16% 156
2023
Q3 		$335K Buy
+5,600
New +$344K 0.14% 165

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 $3.37T AUM 44.26% 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

My Legacy Advisors's PEG Position: Q2 2025 in Review

My Legacy Advisors increased its Public Service Enterprise Group (PEG) stake by 2.3% in Q2 2025, buying an estimated $16.2K and bringing the position to 8,879 shares worth $729K. The position accounts for 0.26% of the portfolio, ranked #106.

My Legacy Advisors first reported a position in PEG in Q3 2023 and has held it in 8 quarters since. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • My Legacy Advisors held 8,879 shares of Public Service Enterprise Group worth $729K as of Q2 2025.
  • My Legacy Advisors bought 201 Public Service Enterprise Group shares in Q2 2025, an estimated $16.2K.
  • Public Service Enterprise Group made up 0.26% of My Legacy Advisors's portfolio in Q2 2025, its #106 holding.
  • My Legacy Advisors first reported a position in Public Service Enterprise Group in Q3 2023 and has held it in 8 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.