Saxon Interests’s Public Service Enterprise Group PEG Stock Holding History

Saxon Interests’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	-3,896	Closed	-$321K	–	217
2025 Q3	$321K	Buy	3,896 +307	+9%	+$25.8K	0.13%	149
2025 Q2	$295K	Hold	3,589	–	–	0.14%	144
2025 Q1	$295K	Sell	3,589 -49	-1%	-$4.09K	0.14%	144
2024 Q4	$307K	Buy	3,638 +695	+24%	+$61.5K	0.14%	140
2024 Q3	$263K	Buy	+2,943	New	+$235K	0.12%	146

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 $3.38T AUM 44.17% 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

Saxon Interests's PEG Position: Q4 2025 in Review

Saxon Interests sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 3,896 shares — an estimated $321K sold.

Saxon Interests first reported a position in PEG in Q3 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Saxon Interests reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Saxon Interests sold 3,896 Public Service Enterprise Group shares in Q4 2025, an estimated $321K.
Saxon Interests first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 5 quarters.
Saxon Interests's Public Service Enterprise Group position peaked at $321K in Q3 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Saxon Interests's 13F filing for Q4 2025, filed 13 Feb 2026.