Trust Company of Vermont’s Public Service Enterprise Group PEG Stock Holding History

Trust Company of Vermont’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	$310K	Hold	3,860	–	–	0.01%	300
2025 Q3	$322K	Sell	3,860 -300	-7%	-$25.2K	0.01%	294
2025 Q2	$350K	Sell	4,160 -848	-17%	-$68.4K	0.02%	285
2025 Q1	$412K	Sell	5,008 -1,137	-19%	-$94.9K	0.02%	265
2024 Q4	$519K	Sell	6,145 -788	-11%	-$69.7K	0.03%	243
2024 Q3	$618K	Sell	6,933 -1,065	-13%	-$85K	0.03%	215
2024 Q2	$589K	Sell	7,998 -212	-3%	-$15.1K	0.03%	217
2024 Q1	$548K	Buy	8,210 +1,339	+19%	+$82K	0.03%	218
2023 Q4	$420K	Sell	6,871 -1,389	-17%	-$85.4K	0.03%	225
2023 Q3	$470K	Sell	8,260 -141	-2%	-$8.66K	0.03%	223
2023 Q2	$526K	Sell	8,401 -443	-5%	-$27.7K	0.03%	217
2023 Q1	$552K	Buy	8,844 +225	+3%	+$13.6K	0.04%	215
2022 Q4	$528K	Buy	8,619 +198	+2%	+$11.5K	0.04%	214
2022 Q3	$473K	Buy	8,421 +495	+6%	+$31.9K	0.04%	214
2022 Q2	$502K	Sell	7,926 -197	-2%	-$13.4K	0.04%	215
2022 Q1	$569K	Buy	8,123 +5,123	+171%	+$339K	0.04%	211
2021 Q4	$200K	Buy	+3,000	New	+$190K	0.01%	319
2021 Q3	–	Sell	-3,000	Closed	-$180K	–	600
2021 Q2	$180K	Buy	3,000 +150	+5%	+$9.27K	0.01%	318
2021 Q1	$171K	Hold	2,850	–	–	0.01%	318
2020 Q4	$166K	Sell	2,850 -1,636	-36%	-$95.3K	0.01%	316
2020 Q3	$246K	Sell	4,486 -332	-7%	-$17.6K	0.02%	254
2020 Q2	$237K	Sell	4,818 -48	-1%	-$2.39K	0.02%	253
2020 Q1	$218K	Buy	4,866 +28	+0.6%	+$1.51K	0.02%	266
2019 Q4	$286K	Buy	4,838 +36	+0.7%	+$2.18K	0.02%	272
2019 Q3	$298K	Sell	4,802 -31	-0.6%	-$1.85K	0.02%	267
2019 Q2	$284K	Buy	4,833 +31	+0.6%	+$1.85K	0.02%	271
2019 Q1	$285K	Sell	4,802 -55	-1%	-$3.08K	0.02%	265
2018 Q4	$253K	Sell	4,857 -77	-2%	-$4.14K	0.02%	269
2018 Q3	$260K	Buy	4,934 +26	+0.5%	+$1.36K	0.02%	286
2018 Q2	$266K	Buy	4,908 +273	+6%	+$14K	0.02%	286
2018 Q1	$233K	Hold	4,635	–	–	0.02%	292
2017 Q4	$238K	Hold	4,635	–	–	0.02%	300
2017 Q3	$214K	Hold	4,635	–	–	0.02%	313
2017 Q2	$200K	Hold	4,635	–	–	0.02%	318
2017 Q1	$206K	Sell	4,635 -142	-3%	-$6.27K	0.02%	313
2016 Q4	$210K	Buy	4,777 +142	+3%	+$5.92K	0.02%	315
2016 Q3	$194K	Hold	4,635	–	–	0.02%	278
2016 Q2	$216K	Hold	4,635	–	–	0.03%	247
2016 Q1	$218K	Hold	4,635	–	–	0.03%	238
2015 Q4	$179K	Buy	4,635 +132	+3%	+$5.29K	0.03%	259
2015 Q3	$190K	Hold	4,503	–	–	0.03%	239
2015 Q2	$177K	Hold	4,503	–	–	0.03%	246
2015 Q1	$189K	Hold	4,503	–	–	0.03%	238
2014 Q4	$186K	Hold	4,503	–	–	0.03%	239
2014 Q3	$168K	Hold	4,503	–	–	0.03%	241
2014 Q2	$184K	Hold	4,503	–	–	0.03%	226
2014 Q1	$172K	Hold	4,503	–	–	0.03%	230
2013 Q4	$144K	Sell	4,503 -25	-0.6%	-$827	0.02%	251
2013 Q3	$149K	Hold	4,528	–	–	0.03%	241
2013 Q2	$148K	Buy	+4,528	New	+$155K	0.03%	238

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

Trust Company of Vermont's PEG Position: Q4 2025 in Review

Trust Company of Vermont held its Public Service Enterprise Group (PEG) position steady in Q4 2025 at 3,860 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #300.

Trust Company of Vermont first reported a position in PEG in Q2 2013 and has held it in 50 quarters since. The position peaked at $618K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Trust Company of Vermont held 3,860 shares of Public Service Enterprise Group worth $310K as of Q4 2025.
Trust Company of Vermont left its Public Service Enterprise Group share count unchanged in Q4 2025.
Public Service Enterprise Group made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #300 holding.
Trust Company of Vermont first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 50 quarters since.
Trust Company of Vermont's Public Service Enterprise Group position peaked at $618K in Q3 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.