Pinnacle Financial Partners (Tennessee)’s Public Service Enterprise Group PEG Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q1	–	Sell	-3,200	Closed	-$270K	–	529
2024 Q4	$270K	Buy	3,200 +189	+6%	+$16.7K	0.01%	389
2024 Q3	$269K	Buy	+3,011	New	+$240K	0.01%	391
2022 Q4	–	Sell	-4,118	Closed	-$232K	–	583
2022 Q3	$232K	Buy	4,118 +4	+0.1%	+$258	0.01%	336
2022 Q2	$260K	Buy	+4,114	New	+$280K	0.01%	328
2018 Q2	–	Sell	-61	Closed	-$3K	–	423
2018 Q1	$3K	Buy	+61	New	+$2.99K	﹤0.01%	401
2017 Q3	–	Sell	-154	Closed	-$7K	–	409
2017 Q2	$7K	Buy	+154	New	+$6.81K	﹤0.01%	447

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Pinnacle Financial Partners (Tennessee)'s PEG Position: Q1 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 3,200 shares — an estimated $270K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PEG in Q2 2017 and held it in 6 quarters. The position peaked at $270K in Q4 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 3,200 Public Service Enterprise Group shares in Q1 2025, an estimated $270K.
Pinnacle Financial Partners (Tennessee) first reported a position in Public Service Enterprise Group in Q2 2017 and held it in 6 quarters.
Pinnacle Financial Partners (Tennessee)'s Public Service Enterprise Group position peaked at $270K in Q4 2024.
1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2025, filed 28 Apr 2025.