WealthShield Partners’s Public Service Enterprise Group PEG Stock Holding History

WealthShield Partners’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	-27,881	Closed	-$2.33M	–	585
2025 Q3	$2.33M	Buy	27,881 +704	+3%	+$59.1K	0.26%	101
2025 Q2	$2.29M	Buy	27,177 +477	+2%	+$38.5K	0.28%	97
2025 Q1	$2.2M	Buy	26,700 +2,242	+9%	+$187K	0.28%	100
2024 Q4	$2.07M	Sell	24,458 -1,446	-6%	-$128K	0.29%	96
2024 Q3	$2.31M	Buy	25,904 +10,882	+72%	+$868K	0.31%	96
2024 Q2	$1.11M	Buy	+15,022	New	+$1.07M	0.17%	137
2021 Q3	–	Sell	-480	Closed	-$29K	–	580
2021 Q2	$29K	Sell	480 -114	-19%	-$7.04K	﹤0.01%	586
2021 Q1	$36K	Buy	+594	New	+$34.3K	0.01%	524

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

WealthShield Partners's PEG Position: Q4 2025 in Review

WealthShield Partners sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 27,881 shares — an estimated $2.33M sold.

WealthShield Partners first reported a position in PEG in Q1 2021 and held it in 8 quarters. The position peaked at $2.33M in Q3 2025. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

WealthShield Partners reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
WealthShield Partners sold 27,881 Public Service Enterprise Group shares in Q4 2025, an estimated $2.33M.
WealthShield Partners first reported a position in Public Service Enterprise Group in Q1 2021 and held it in 8 quarters.
WealthShield Partners's Public Service Enterprise Group position peaked at $2.33M in Q3 2025.
1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on WealthShield Partners's 13F filing for Q4 2025, filed 3 Feb 2026.