Phoenix Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Phoenix Wealth Advisors’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	-21,547	Closed	-$1.8M	–	131
2025 Q3	$1.8M	Sell	21,547 -481	-2%	-$40.3K	0.69%	42
2025 Q2	$1.85M	Sell	22,028 -144	-0.6%	-$11.6K	0.78%	38
2025 Q1	$1.82M	Buy	22,172 +621	+3%	+$51.8K	0.8%	38
2024 Q4	$1.82M	Sell	21,551 -357	-2%	-$31.6K	0.79%	35
2024 Q3	$1.95M	Buy	21,908 +56	+0.3%	+$4.47K	0.91%	37
2024 Q2	$1.61M	Buy	+21,852	New	+$1.55M	0.81%	37

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 $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Wealth Advisors's PEG Position: Q4 2025 in Review

Phoenix Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 21,547 shares — an estimated $1.8M sold.

Phoenix Wealth Advisors first reported a position in PEG in Q2 2024 and held it in 6 quarters. The position peaked at $1.95M in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Phoenix Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Phoenix Wealth Advisors sold 21,547 Public Service Enterprise Group shares in Q4 2025, an estimated $1.8M.
Phoenix Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 6 quarters.
Phoenix Wealth Advisors's Public Service Enterprise Group position peaked at $1.95M in Q3 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.