Pennsylvania Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Pennsylvania Capital 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 Q4	–	Sell	-2,414	Closed	-$201K	–	116
2025 Q3	$201K	Buy	2,414 +23	+1%	+$1.93K	0.06%	108
2025 Q2	$201K	Buy	+2,391	New	+$193K	0.06%	107
2025 Q1	–	Sell	-2,410	Closed	-$204K	–	102
2024 Q4	$204K	Buy	2,410 +40	+2%	+$3.54K	0.07%	97
2024 Q3	$211K	Buy	+2,370	New	+$189K	0.08%	95

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pennsylvania Capital Management's PEG Position: Q4 2025 in Review

Pennsylvania Capital Management sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 2,414 shares — an estimated $201K sold.

Pennsylvania Capital Management first reported a position in PEG in Q3 2024 and held it in 4 quarters. The position peaked at $211K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Pennsylvania Capital Management reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Pennsylvania Capital Management sold 2,414 Public Service Enterprise Group shares in Q4 2025, an estimated $201K.
Pennsylvania Capital Management first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 4 quarters.
Pennsylvania Capital Management's Public Service Enterprise Group position peaked at $211K in Q3 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Pennsylvania Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.