Trifecta Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Trifecta Capital 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 Q4	–	Sell	-18	Closed	-$1.5K	–	401
2025 Q3	$1.5K	Hold	18	–	–	﹤0.01%	371
2025 Q2	$1.52K	Hold	18	–	–	﹤0.01%	376
2025 Q1	$1.48K	Hold	18	–	–	﹤0.01%	339
2024 Q4	$1.52K	Hold	18	–	–	﹤0.01%	333
2024 Q3	$1.61K	Hold	18	–	–	﹤0.01%	335
2024 Q2	$1.33K	Hold	18	–	–	﹤0.01%	354
2024 Q1	$1.2K	Hold	18	–	–	﹤0.01%	360
2023 Q4	$1.1K	Hold	18	–	–	﹤0.01%	389
2023 Q3	$1.02K	Hold	18	–	–	﹤0.01%	370
2023 Q2	$1.13K	Hold	18	–	–	﹤0.01%	363
2023 Q1	$1.13K	Hold	18	–	–	﹤0.01%	360
2022 Q4	$1.1K	Buy	+18	New	+$1.04K	﹤0.01%	369

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trifecta Capital Advisors's PEG Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 18 shares — an estimated $1.5K sold.

Trifecta Capital Advisors first reported a position in PEG in Q4 2022 and held it in 12 quarters. The position peaked at $1.61K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Trifecta Capital Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 18 Public Service Enterprise Group shares in Q4 2025, an estimated $1.5K.
Trifecta Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Public Service Enterprise Group position peaked at $1.61K in Q3 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.