Summit Wealth Group (Colorado)’s Public Service Enterprise Group PEG Stock Holding History

Summit Wealth Group (Colorado)’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	-2,032	Closed	-$221K	–	520
2025 Q3	$221K	Buy	+2,032	New	+$170K	0.02%	444

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 $3.37T AUM 44.26% 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

Summit Wealth Group (Colorado)'s PEG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 2,032 shares — an estimated $221K sold.

Summit Wealth Group (Colorado) first reported a position in PEG in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 2,032 Public Service Enterprise Group shares in Q4 2025, an estimated $221K.
Summit Wealth Group (Colorado) first reported a position in Public Service Enterprise Group in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Public Service Enterprise Group position peaked at $221K in Q3 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.