Secure Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Secure Asset 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 Q1	–	Sell	-21,148	Closed	-$1.79M	–	351
2024 Q4	$1.79M	Buy	21,148 +1,801	+9%	+$159K	0.27%	89
2024 Q3	$1.73M	Sell	19,347 -2,563	-12%	-$205K	0.29%	82
2024 Q2	$1.61M	Buy	21,910 +657	+3%	+$46.7K	0.31%	77
2024 Q1	$1.42M	Buy	21,253 +997	+5%	+$61.1K	0.33%	77
2023 Q4	$1.24M	Buy	20,256 +48	+0.2%	+$2.95K	0.33%	74
2023 Q3	$1.15M	Sell	20,208 -9,152	-31%	-$562K	0.34%	75
2023 Q2	$1.84M	Buy	29,360 +1,284	+5%	+$80.2K	0.56%	47
2023 Q1	$1.75M	Buy	28,076 +2,103	+8%	+$127K	0.58%	48
2022 Q4	$1.59M	Buy	25,973 +17,898	+222%	+$1.04M	0.57%	48
2022 Q3	$454K	Buy	8,075 +2,210	+38%	+$142K	0.25%	82
2022 Q2	$371K	Buy	+5,865	New	+$399K	0.21%	98
2020 Q3	–	Sell	-4,906	Closed	-$241K	–	164
2020 Q2	$241K	Buy	4,906 +143	+3%	+$7.13K	0.17%	133
2020 Q1	$214K	Buy	+4,763	New	+$257K	0.23%	101

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Secure Asset Management's PEG Position: Q1 2025 in Review

Secure Asset Management sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 21,148 shares — an estimated $1.79M sold.

Secure Asset Management first reported a position in PEG in Q1 2020 and held it in 13 quarters. The position peaked at $1.84M in Q2 2023. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

Secure Asset Management reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
Secure Asset Management sold 21,148 Public Service Enterprise Group shares in Q1 2025, an estimated $1.79M.
Secure Asset Management first reported a position in Public Service Enterprise Group in Q1 2020 and held it in 13 quarters.
Secure Asset Management's Public Service Enterprise Group position peaked at $1.84M in Q2 2023.
1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.