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Wellington Shields & Co’s Public Service Enterprise Group PEG Stock Holding History

Wellington Shields & Co’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
-900
Closed -$75.1K – 333
2025
Q3 		$75.1K Hold
900
– – 0.02% 288
2025
Q2 		$75.8K Sell
900
-100
-10% -$8.06K 0.02% 276
2025
Q1 		$82.3K Sell
1,000
-100
-9% -$8.34K 0.03% 260
2024
Q4 		$92.9K Hold
1,100
– – 0.03% 251
2024
Q3 		$98.1K Hold
1,100
– – 0.03% 260
2024
Q2 		$81.1K Buy
+1,100
New +$78.2K 0.03% 260

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

Wellington Shields & Co's PEG Position: Q4 2025 in Review

Wellington Shields & Co sold out of Public Service Enterprise Group (PEG) in Q4 2025, closing a stake of 900 shares — an estimated $75.1K sold.

Wellington Shields & Co first reported a position in PEG in Q2 2024 and held it in 6 quarters. The position peaked at $98.1K in Q3 2024. 1,282 funds tracked by Wall St. Rank hold PEG as of Q4 2025.

  • Wellington Shields & Co reported no remaining Public Service Enterprise Group position as of Q4 2025 after selling out during the quarter.
  • Wellington Shields & Co sold 900 Public Service Enterprise Group shares in Q4 2025, an estimated $75.1K.
  • Wellington Shields & Co first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 6 quarters.
  • Wellington Shields & Co's Public Service Enterprise Group position peaked at $98.1K in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2025.

Based on Wellington Shields & Co's 13F filing for Q4 2025, filed 9 Feb 2026.