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USA Financial Formulas’s Public Service Enterprise Group PEG Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-13
Closed -$1.07K – 334
2025
Q1 		$1.07K Sell
13
-13,194
-100% -$1.1M ﹤0.01% 264
2024
Q4 		$1.12M Buy
+13,207
New +$1.17M 0.18% 56
2024
Q1 		– Sell
-212
Closed -$13K – 399
2023
Q4 		$13K Buy
+212
New +$13K ﹤0.01% 246
2023
Q3 		– Sell
-7
Closed -$438 – 535
2023
Q2 		$438 Hold
7
– – ﹤0.01% 442
2023
Q1 		$437 Buy
+7
New +$424 ﹤0.01% 376
2022
Q3 		$4K Sell
64
-1,494
-96% -$96.2K 0.01% 133
2022
Q2 		$99K Buy
1,558
+424
+37% +$28.8K 0.12% 94
2022
Q1 		$79K Buy
1,134
+1,127
+16,100% +$74.6K 0.08% 111
2021
Q4 		$0 Hold
7
– – ﹤0.01% 470
2021
Q3 		$0 Hold
7
– – ﹤0.01% 458
2021
Q2 		$0 Hold
7
– – ﹤0.01% 430
2021
Q1 		$0 Hold
7
– – ﹤0.01% 405
2020
Q4 		$0 Hold
7
– – ﹤0.01% 393
2020
Q3 		$0 Hold
7
– – ﹤0.01% 356
2020
Q2 		$0 Hold
7
– – ﹤0.01% 305
2020
Q1 		$0 Hold
7
– – ﹤0.01% 293
2019
Q4 		$0 Hold
7
– – ﹤0.01% 293
2019
Q3 		$0 Buy
+7
New +$418 ﹤0.01% 250

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

USA Financial Formulas's PEG Position: Q2 2025 in Review

USA Financial Formulas sold out of Public Service Enterprise Group (PEG) in Q2 2025, closing a stake of 13 shares — an estimated $1.07K sold.

USA Financial Formulas first reported a position in PEG in Q3 2019 and held it in 18 quarters. The position peaked at $1.12M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold PEG as of Q2 2025.

  • USA Financial Formulas reported no remaining Public Service Enterprise Group position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 13 Public Service Enterprise Group shares in Q2 2025, an estimated $1.07K.
  • USA Financial Formulas first reported a position in Public Service Enterprise Group in Q3 2019 and held it in 18 quarters.
  • USA Financial Formulas's Public Service Enterprise Group position peaked at $1.12M in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.