Verity Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Verity Asset Management’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	-2,710	Closed	-$226K	–	251
2025 Q3	$226K	Hold	2,710	–	–	0.07%	209
2025 Q2	$228K	Sell	2,710 -173	-6%	-$14K	0.11%	184
2025 Q1	$237K	Hold	2,883	–	–	0.1%	170
2024 Q4	$244K	Hold	2,883	–	–	0.14%	161
2024 Q3	$257K	Sell	2,883 -818	-22%	-$65.3K	0.1%	175
2024 Q2	$273K	Hold	3,701	–	–	0.11%	153
2024 Q1	$247K	Hold	3,701	–	–	0.14%	172
2023 Q4	$226K	Hold	3,701	–	–	0.14%	164
2023 Q3	$211K	Sell	3,701 -26	-0.7%	-$1.6K	0.16%	155
2023 Q2	$233K	Hold	3,727	–	–	0.17%	156
2023 Q1	$233K	Hold	3,727	–	–	0.14%	150
2022 Q4	$228K	Sell	3,727 -139	-4%	-$8.07K	0.2%	153
2022 Q3	$217K	Buy	+3,866	New	+$249K	0.22%	150
2022 Q1	$264K	Buy	3,760 +23	+0.6%	+$1.52K	0.17%	161
2021 Q4	$249K	Hold	3,737	–	–	0.15%	162
2021 Q3	$228K	Hold	3,737	–	–	0.15%	163
2021 Q2	$223K	Buy	3,737 +57	+2%	+$3.52K	0.12%	204
2021 Q1	$222K	Hold	3,680	–	–	0.13%	197
2020 Q4	$215K	Hold	3,680	–	–	0.15%	147
2020 Q3	$202K	Buy	+3,680	New	+$195K	0.15%	134

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

Verity Asset Management's PEG Position: Q4 2025 in Review

Verity Asset Management sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 2,710 shares — an estimated $226K sold.

Verity Asset Management first reported a position in PEG in Q3 2020 and held it in 20 quarters. The position peaked at $273K in Q2 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

Verity Asset Management reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
Verity Asset Management sold 2,710 Public Service Enterprise Group shares in Q4 2025, an estimated $226K.
Verity Asset Management first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 20 quarters.
Verity Asset Management's Public Service Enterprise Group position peaked at $273K in Q2 2024.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Verity Asset Management's 13F filing for Q4 2025, filed 30 Jan 2026.