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Strategic Family Wealth Counselors’s Public Service Enterprise Group PEG Stock Holding History

Strategic Family Wealth Counselors’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
-2,515
Closed -$212K – 145
2024
Q4 		$212K Buy
2,515
+28
+1% +$2.48K 0.07% 123
2024
Q3 		$222K Buy
+2,487
New +$198K 0.08% 121

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's PEG Position: Q1 2025 in Review

Strategic Family Wealth Counselors sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 2,515 shares — an estimated $212K sold.

Strategic Family Wealth Counselors first reported a position in PEG in Q3 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Strategic Family Wealth Counselors reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 2,515 Public Service Enterprise Group shares in Q1 2025, an estimated $212K.
  • Strategic Family Wealth Counselors first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Public Service Enterprise Group position peaked at $222K in Q3 2024.
  • 1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2025, filed 8 May 2025.