SGC
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Slocum, Gordon & Co’s Public Service Enterprise Group PEG Stock Holding History

Slocum, Gordon & Co’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
-25
Closed -$2.11K – 141
2024
Q4 		$2.11K Hold
25
– – ﹤0.01% 128
2024
Q3 		$2.23K Hold
25
– – ﹤0.01% 128
2024
Q2 		$1.84K Buy
+25
New +$1.78K ﹤0.01% 138

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

Slocum, Gordon & Co's PEG Position: Q1 2025 in Review

Slocum, Gordon & Co sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 25 shares — an estimated $2.11K sold.

Slocum, Gordon & Co first reported a position in PEG in Q2 2024 and held it in 3 quarters. The position peaked at $2.23K in Q3 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Slocum, Gordon & Co reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 25 Public Service Enterprise Group shares in Q1 2025, an estimated $2.11K.
  • Slocum, Gordon & Co first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 3 quarters.
  • Slocum, Gordon & Co's Public Service Enterprise Group position peaked at $2.23K in Q3 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Slocum, Gordon & Co's 13F filing for Q1 2025, filed 23 Apr 2025.