PSFG
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Park Square Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Park Square Financial 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
Q3 		– Sell
-520
Closed -$43.8K – 756
2025
Q2 		$43.8K Hold
520
– – 0.03% 319
2025
Q1 		$42.8K Sell
520
-397
-43% -$33.1K 0.03% 288
2024
Q4 		$77.5K Buy
+917
New +$81.2K 0.05% 217

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

Park Square Financial Group's PEG Position: Q3 2025 in Review

Park Square Financial Group sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 520 shares — an estimated $43.8K sold.

Park Square Financial Group first reported a position in PEG in Q4 2024 and held it in 3 quarters. The position peaked at $77.5K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Park Square Financial Group reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 520 Public Service Enterprise Group shares in Q3 2025, an estimated $43.8K.
  • Park Square Financial Group first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Public Service Enterprise Group position peaked at $77.5K in Q4 2024.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.