TruNorth Capital Management’s Public Service Enterprise Group PEG Stock Holding History

TruNorth Capital Management’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	-92	Closed	-$7.68K	–	306
2025 Q3	$7.68K	Hold	92	–	–	﹤0.01%	349
2025 Q2	$7.75K	Hold	92	–	–	﹤0.01%	294
2025 Q1	$7.57K	Hold	92	–	–	﹤0.01%	377
2024 Q4	$7.77K	Sell	92 -195	-68%	-$17.3K	﹤0.01%	298
2024 Q3	$25.6K	Buy	287 +92	+47%	+$7.34K	0.01%	205
2024 Q2	$14.4K	Buy	+195	New	+$13.9K	﹤0.01%	232

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 $1.37T 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

TruNorth Capital Management's PEG Position: Q4 2025 in Review

TruNorth Capital Management sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 92 shares — an estimated $7.68K sold.

TruNorth Capital Management first reported a position in PEG in Q2 2024 and held it in 6 quarters. The position peaked at $25.6K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

TruNorth Capital Management reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 92 Public Service Enterprise Group shares in Q4 2025, an estimated $7.68K.
TruNorth Capital Management first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 6 quarters.
TruNorth Capital Management's Public Service Enterprise Group position peaked at $25.6K in Q3 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.