United Asset Strategies’s Public Service Enterprise Group PEG Stock Holding History

United Asset Strategies’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	-4,921	Closed	-$416K	–	245
2024 Q4	$416K	Buy	4,921 +127	+3%	+$11.2K	0.04%	187
2024 Q3	$428K	Buy	+4,794	New	+$383K	0.04%	190
2019 Q1	–	Sell	-5,150	Closed	-$268K	–	210
2018 Q4	$268K	Hold	5,150	–	–	0.07%	158
2018 Q3	$272K	Hold	5,150	–	–	0.06%	176
2018 Q2	$279K	Hold	5,150	–	–	0.07%	171
2018 Q1	$259K	Hold	5,150	–	–	0.08%	171
2017 Q4	$265K	Hold	5,150	–	–	0.07%	175
2017 Q3	$238K	Hold	5,150	–	–	0.13%	117
2017 Q2	$222K	Hold	5,150	–	–	0.07%	137
2017 Q1	$228K	Sell	5,150 -22	-0.4%	-$971	0.07%	132
2016 Q4	$227K	Sell	5,172 -500	-9%	-$20.9K	0.07%	128
2016 Q3	$237K	Buy	5,672 +22	+0.4%	+$969	0.08%	125
2016 Q2	$263K	Hold	5,650	–	–	0.1%	118
2016 Q1	$266K	Hold	5,650	–	–	0.12%	110
2015 Q4	$219K	Buy	5,650 +500	+10%	+$20.1K	0.1%	123
2015 Q3	$217K	Hold	5,150	–	–	0.1%	118
2015 Q2	$202K	Buy	+5,150	New	+$214K	0.09%	124
2015 Q1	–	Sell	-5,150	Closed	-$213K	–	128
2014 Q4	$213K	Buy	+5,150	New	+$207K	0.09%	117
2014 Q3	–	Sell	-5,150	Closed	-$210K	–	137
2014 Q2	$210K	Sell	5,150 -7,200	-58%	-$280K	0.1%	110
2014 Q1	$471K	Buy	+12,350	New	+$426K	0.27%	70

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 $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

United Asset Strategies's PEG Position: Q1 2025 in Review

United Asset Strategies sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 4,921 shares — an estimated $416K sold.

United Asset Strategies first reported a position in PEG in Q1 2014 and held it in 20 quarters. The position peaked at $471K in Q1 2014. 1,233 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

United Asset Strategies reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
United Asset Strategies sold 4,921 Public Service Enterprise Group shares in Q1 2025, an estimated $416K.
United Asset Strategies first reported a position in Public Service Enterprise Group in Q1 2014 and held it in 20 quarters.
United Asset Strategies's Public Service Enterprise Group position peaked at $471K in Q1 2014.
1,233 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on United Asset Strategies's 13F filing for Q1 2025, filed 14 May 2025.