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Nicolet Advisory Services’s Public Service Enterprise Group PEG Stock Holding History

Nicolet Advisory Services’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
-2,339
Closed -$208K – 440
2025
Q2 		$208K Buy
+2,339
New +$189K 0.02% 386
2025
Q1 		– Sell
-2,381
Closed -$201K – 398
2024
Q4 		$201K Buy
2,381
+179
+8% +$15.8K 0.02% 368
2024
Q3 		$202K Buy
+2,202
New +$176K 0.02% 360

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

Nicolet Advisory Services's PEG Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 2,339 shares — an estimated $208K sold.

Nicolet Advisory Services first reported a position in PEG in Q3 2024 and held it in 3 quarters. The position peaked at $208K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Nicolet Advisory Services reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 2,339 Public Service Enterprise Group shares in Q3 2025, an estimated $208K.
  • Nicolet Advisory Services first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 3 quarters.
  • Nicolet Advisory Services's Public Service Enterprise Group position peaked at $208K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.