Planning Directions’s Public Service Enterprise Group PEG Stock Holding History

Planning Directions’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	-2,603	Closed	-$220K	–	119
2024 Q4	$220K	Buy	2,603 +8	+0.3%	+$708	0.13%	72
2024 Q3	$232K	Buy	+2,595	New	+$207K	0.14%	74
2024 Q2	–	Sell	-3,052	Closed	-$204K	–	77
2024 Q1	$204K	Buy	+3,052	New	+$187K	0.14%	74
2023 Q1	–	Sell	-3,328	Closed	-$204K	–	76
2022 Q4	$204K	Buy	+3,328	New	+$193K	0.16%	70
2022 Q3	–	Sell	-3,299	Closed	-$209K	–	69
2022 Q2	$209K	Buy	+3,299	New	+$224K	0.16%	67
2022 Q1	–	Sell	-3,082	Closed	-$206K	–	79
2021 Q4	$206K	Buy	+3,082	New	+$195K	0.14%	77

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

Planning Directions's PEG Position: Q1 2025 in Review

Planning Directions sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 2,603 shares — an estimated $220K sold.

Planning Directions first reported a position in PEG in Q4 2021 and held it in 6 quarters. The position peaked at $232K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

Planning Directions reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
Planning Directions sold 2,603 Public Service Enterprise Group shares in Q1 2025, an estimated $220K.
Planning Directions first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 6 quarters.
Planning Directions's Public Service Enterprise Group position peaked at $232K in Q3 2024.
1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Planning Directions's 13F filing for Q1 2025, filed 30 Apr 2025.