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Sheaff Brock Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sheaff Brock Investment 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
Q1 		$239K Sell
2,907
-1,088
-27% -$90.8K 0.02% 365
2024
Q4 		$338K Sell
3,995
-953
-19% -$84.3K 0.03% 314
2024
Q3 		$441K Hold
4,948
– – 0.04% 271
2024
Q2 		$365K Hold
4,948
– – 0.03% 297
2024
Q1 		$330K Hold
4,948
– – 0.02% 339
2023
Q4 		$303K Buy
4,948
+400
+9% +$24.6K 0.02% 343
2023
Q3 		$259K Hold
4,548
– – 0.02% 354
2023
Q2 		$285K Hold
4,548
– – 0.02% 360
2023
Q1 		$284K Hold
4,548
– – 0.03% 359
2022
Q4 		$279K Sell
4,548
-100
-2% -$5.8K 0.03% 357
2022
Q3 		$261K Sell
4,648
-100
-2% -$6.44K 0.03% 360
2022
Q2 		$300K Buy
4,748
+200
+4% +$13.6K 0.03% 339
2022
Q1 		$318K Hold
4,548
– – 0.02% 362
2021
Q4 		$304K Hold
4,548
– – 0.02% 378
2021
Q3 		$277K Hold
4,548
– – 0.02% 402
2021
Q2 		$272K Hold
4,548
– – 0.02% 388
2021
Q1 		$274K Hold
4,548
– – 0.02% 370
2020
Q4 		$265K Hold
4,548
– – 0.02% 360
2020
Q3 		$250K Buy
4,548
+400
+10% +$21.2K 0.02% 339
2020
Q2 		$204K Buy
+4,148
New +$207K 0.02% 381
2017
Q4 		– Sell
-4,524
Closed -$209K – 558
2017
Q3 		$209K Sell
4,524
-1,106
-20% -$50.1K 0.03% 475
2017
Q2 		$242K Buy
+5,630
New +$249K 0.03% 450
2016
Q4 		– Sell
-6,797
Closed -$285K – 637
2016
Q3 		$285K Buy
+6,797
New +$299K 0.04% 371

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sheaff Brock Investment Advisors's PEG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Public Service Enterprise Group (PEG) stake by 27% in Q1 2025, selling an estimated $90.8K and leaving 2,907 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #365.

Sheaff Brock Investment Advisors first reported a position in PEG in Q3 2016 and has held it in 23 quarters since. The position peaked at $441K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 2,907 shares of Public Service Enterprise Group worth $239K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 1,088 Public Service Enterprise Group shares in Q1 2025, an estimated $90.8K.
  • Public Service Enterprise Group made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #365 holding.
  • Sheaff Brock Investment Advisors first reported a position in Public Service Enterprise Group in Q3 2016 and has held it in 23 quarters since.
  • Sheaff Brock Investment Advisors's Public Service Enterprise Group position peaked at $441K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.