PWM
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Parkworth Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Parkworth Wealth Management’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 		$758 Buy
9
+3
+50% +$242 ﹤0.01% 493
2025
Q1 		$494 Hold
6
– – ﹤0.01% 426
2024
Q4 		$507 Buy
+6
New +$531 ﹤0.01% 433

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

Parkworth Wealth Management's PEG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Public Service Enterprise Group (PEG) stake by 50% in Q2 2025, buying an estimated $242 and bringing the position to 9 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Parkworth Wealth Management first reported a position in PEG in Q4 2024 and has held it in 3 quarters since. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Parkworth Wealth Management held 9 shares of Public Service Enterprise Group worth $758 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Public Service Enterprise Group shares in Q2 2025, an estimated $242.
  • Public Service Enterprise Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #493 holding.
  • Parkworth Wealth Management first reported a position in Public Service Enterprise Group in Q4 2024 and has held it in 3 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.