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Ridgewood Investments’s Public Service Enterprise Group PEG Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-764
Closed -$64.4K – 546
2025
Q2 		$64.4K Hold
764
– – 0.03% 298
2025
Q1 		$62.9K Hold
764
– – 0.03% 288
2024
Q4 		$64.5K Sell
764
-78
-9% -$6.9K 0.03% 276
2024
Q3 		$75.1K Sell
842
-132
-14% -$10.5K 0.04% 261
2024
Q2 		$71.8K Buy
+974
New +$69.2K 0.04% 270
2023
Q3 		– Sell
-867
Closed -$54.3K – 585
2023
Q2 		$54.3K Sell
867
-17
-2% -$1.06K 0.03% 315
2023
Q1 		$55.2K Buy
+884
New +$53.5K 0.03% 323
2021
Q1 		– Sell
-5,830
Closed -$320K – 207
2020
Q4 		$320K Hold
5,830
– – 0.25% 121
2020
Q3 		$320K Sell
5,830
-3
-0.1% -$159 0.25% 122
2020
Q2 		$287K Buy
5,833
+911
+19% +$45.4K 0.24% 130
2020
Q1 		$221K Sell
4,922
-2,539
-34% -$137K 0.22% 129
2019
Q4 		$441K Buy
7,461
+17
+0.2% +$1.03K 0.31% 100
2019
Q3 		$462K Buy
7,444
+110
+1% +$6.57K 0.36% 89
2019
Q2 		$431K Sell
7,334
-12
-0.2% -$715 0.34% 97
2019
Q1 		$436K Buy
7,346
+1,955
+36% +$109K 0.36% 84
2018
Q4 		$285K Hold
5,391
– – 0.23% 125
2018
Q3 		$285K Hold
5,391
– – 0.23% 126
2018
Q2 		$292K Sell
5,391
-2,858
-35% -$147K 0.26% 116
2018
Q1 		$414K Buy
8,249
+75
+0.9% +$3.68K 0.38% 77
2017
Q4 		$421K Buy
8,174
+465
+6% +$23.4K 0.38% 80
2017
Q3 		$357K Buy
7,709
+1,813
+31% +$82.1K 0.34% 89
2017
Q2 		$254K Sell
5,896
-303
-5% -$13.4K 0.25% 112
2017
Q1 		$275K Hold
6,199
– – 0.3% 95
2016
Q4 		$272K Buy
+6,199
New +$258K 0.32% 85

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Ridgewood Investments's PEG Position: Q3 2025 in Review

Ridgewood Investments sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 764 shares — an estimated $64.4K sold.

Ridgewood Investments first reported a position in PEG in Q4 2016 and held it in 24 quarters. The position peaked at $462K in Q3 2019. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Ridgewood Investments reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 764 Public Service Enterprise Group shares in Q3 2025, an estimated $64.4K.
  • Ridgewood Investments first reported a position in Public Service Enterprise Group in Q4 2016 and held it in 24 quarters.
  • Ridgewood Investments's Public Service Enterprise Group position peaked at $462K in Q3 2019.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.