NWAG
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Net Worth Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Net Worth Advisory 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
Q2 		– Sell
-2,809
Closed -$231K – 448
2025
Q1 		$231K Buy
2,809
+148
+6% +$12.3K 0.07% 315
2024
Q4 		$225K Sell
2,661
-435
-14% -$38.5K 0.07% 327
2024
Q3 		$276K Buy
+3,096
New +$247K 0.08% 296

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

Net Worth Advisory Group's PEG Position: Q2 2025 in Review

Net Worth Advisory Group sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 2,809 shares — an estimated $231K sold.

Net Worth Advisory Group first reported a position in PEG in Q3 2024 and held it in 3 quarters. The position peaked at $276K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Net Worth Advisory Group reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 2,809 Public Service Enterprise Group shares in Q2 2025, an estimated $231K.
  • Net Worth Advisory Group first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 3 quarters.
  • Net Worth Advisory Group's Public Service Enterprise Group position peaked at $276K in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Net Worth Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.