PIM
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Plato Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Plato Investment 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
Q2 		– Sell
-70
Closed -$5.82K – 552
2025
Q1 		$5.82K Buy
+70
New +$5.84K ﹤0.01% 496

Other funds holding PEG

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Plato Investment Management's PEG Position: Q2 2025 in Review

Plato Investment Management sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 70 shares — an estimated $5.82K sold.

Plato Investment Management first reported a position in PEG in Q1 2025 and held it in 1 quarter. The position peaked at $5.82K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • Plato Investment Management reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • Plato Investment Management sold 70 Public Service Enterprise Group shares in Q2 2025, an estimated $5.82K.
  • Plato Investment Management first reported a position in Public Service Enterprise Group in Q1 2025 and held it in 1 quarter.
  • Plato Investment Management's Public Service Enterprise Group position peaked at $5.82K in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.