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Values First Advisors’s Public Service Enterprise Group PEG Stock Holding History

Values First 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
Q3 		– Sell
-3,179
Closed -$268K – 179
2025
Q2 		$268K Sell
3,179
-112
-3% -$9.03K 0.15% 150
2025
Q1 		$271K Buy
3,291
+629
+24% +$52.5K 0.16% 144
2024
Q4 		$225K Sell
2,662
-146
-5% -$12.9K 0.12% 159
2024
Q3 		$251K Sell
2,808
-203
-7% -$16.2K 0.14% 135
2024
Q2 		$222K Buy
+3,011
New +$214K 0.13% 142

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Values First Advisors's PEG Position: Q3 2025 in Review

Values First Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 3,179 shares — an estimated $268K sold.

Values First Advisors first reported a position in PEG in Q2 2024 and held it in 5 quarters. The position peaked at $271K in Q1 2025. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Values First Advisors reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Values First Advisors sold 3,179 Public Service Enterprise Group shares in Q3 2025, an estimated $268K.
  • Values First Advisors first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 5 quarters.
  • Values First Advisors's Public Service Enterprise Group position peaked at $271K in Q1 2025.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Values First Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.