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WealthTrak Capital Management’s Public Service Enterprise Group PEG Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-35
Closed -$2.95K – 675
2025
Q2 		$2.95K Buy
35
+10
+40% +$807 ﹤0.01% 384
2025
Q1 		$2.06K Hold
25
– – ﹤0.01% 377
2024
Q4 		$2.11K Buy
+25
New +$2.21K ﹤0.01% 311

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

WealthTrak Capital Management's PEG Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 35 shares — an estimated $2.95K sold.

WealthTrak Capital Management first reported a position in PEG in Q4 2024 and held it in 3 quarters. The position peaked at $2.95K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 35 Public Service Enterprise Group shares in Q3 2025, an estimated $2.95K.
  • WealthTrak Capital Management first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Public Service Enterprise Group position peaked at $2.95K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.