Rise Advisors’s Public Service Enterprise Group PEG Stock Holding History

Rise 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	-286	Closed	-$23.9K	–	1060
2025 Q3	$23.9K	Sell	286 -86	-23%	-$7.21K	0.01%	472
2025 Q2	$31.3K	Buy	372 +95	+34%	+$7.66K	0.01%	328
2025 Q1	$22.8K	Sell	277 -6	-2%	-$501	0.01%	437
2024 Q4	$23.9K	Buy	283 +2	+0.7%	+$177	0.01%	541
2024 Q3	$25K	Buy	281 +2	+0.7%	+$160	0.01%	530
2024 Q2	$20.5K	Buy	279 +5	+2%	+$355	0.01%	621
2024 Q1	$18.3K	Buy	+274	New	+$16.8K	0.01%	700

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

Rise Advisors's PEG Position: Q4 2025 in Review

Rise Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 286 shares — an estimated $23.9K sold.

Rise Advisors first reported a position in PEG in Q1 2024 and held it in 7 quarters. The position peaked at $31.3K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Rise Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 286 Public Service Enterprise Group shares in Q4 2025, an estimated $23.9K.
Rise Advisors first reported a position in Public Service Enterprise Group in Q1 2024 and held it in 7 quarters.
Rise Advisors's Public Service Enterprise Group position peaked at $31.3K in Q2 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.