VFA
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Valeo Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

Valeo Financial 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
-3,023
Closed -$252K – 883
2025
Q3 		$252K Sell
3,023
-714
-19% -$59.9K 0.01% 672
2025
Q2 		$315K Buy
+3,737
New +$301K 0.01% 565
2023
Q3 		– Sell
-3,682
Closed -$231K – 669
2023
Q2 		$231K Buy
+3,682
New +$230K 0.01% 498
2021
Q2 		– Sell
-182
Closed -$11K – 1432
2021
Q1 		$11K Buy
182
+29
+19% +$1.67K ﹤0.01% 1340
2020
Q4 		$9K Sell
153
-387
-72% -$22.5K ﹤0.01% 1222
2020
Q3 		$30K Sell
540
-433
-45% -$22.9K ﹤0.01% 817
2020
Q2 		$48K Buy
973
+742
+321% +$37K ﹤0.01% 747
2020
Q1 		$11K Buy
+231
New +$12.5K ﹤0.01% 1068
2019
Q3 		– Sell
-29
Closed -$2K – 1640
2019
Q2 		$2K Buy
29
+4
+16% +$238 ﹤0.01% 1419
2019
Q1 		$1K Sell
25
-500
-95% -$27.9K ﹤0.01% 1478
2018
Q4 		$27K Sell
525
-2
-0.4% -$108 ﹤0.01% 628
2018
Q3 		$28K Buy
527
+7
+1% +$366 ﹤0.01% 673
2018
Q2 		$27K Sell
520
-77
-13% -$3.96K ﹤0.01% 679
2018
Q1 		$30K Buy
597
+95
+19% +$4.66K ﹤0.01% 611
2017
Q4 		$26K Buy
+502
New +$25.3K ﹤0.01% 614

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's PEG Position: Q4 2025 in Review

Valeo Financial Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 3,023 shares — an estimated $252K sold.

Valeo Financial Advisors first reported a position in PEG in Q4 2017 and held it in 15 quarters. The position peaked at $315K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

  • Valeo Financial Advisors reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,023 Public Service Enterprise Group shares in Q4 2025, an estimated $252K.
  • Valeo Financial Advisors first reported a position in Public Service Enterprise Group in Q4 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Public Service Enterprise Group position peaked at $315K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.