Peterson Wealth Services’s Public Service Enterprise Group PEG Stock Holding History

Peterson Wealth 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 Q4	–	Sell	-1,448	Closed	-$901K	–	220
2025 Q3	$901K	Sell	1,448 -9,257	-86%	-$776K	0.22%	70
2025 Q2	$901K	Buy	10,705 +462	+5%	+$37.3K	0.25%	62
2025 Q1	$843K	Buy	10,243 +1,997	+24%	+$167K	0.26%	60
2024 Q4	$697K	Buy	8,246 +1,044	+14%	+$92.4K	0.21%	81
2024 Q3	$642K	Buy	7,202 +528	+8%	+$42.1K	0.21%	85
2024 Q2	$492K	Buy	+6,674	New	+$474K	0.17%	91

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Peterson Wealth Services's PEG Position: Q4 2025 in Review

Peterson Wealth Services sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 1,448 shares — an estimated $901K sold.

Peterson Wealth Services first reported a position in PEG in Q2 2024 and held it in 6 quarters. The position peaked at $901K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Peterson Wealth Services reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Peterson Wealth Services sold 1,448 Public Service Enterprise Group shares in Q4 2025, an estimated $901K.
Peterson Wealth Services first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 6 quarters.
Peterson Wealth Services's Public Service Enterprise Group position peaked at $901K in Q2 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Peterson Wealth Services's 13F filing for Q4 2025, filed 12 Feb 2026.