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Wingate Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Wingate Wealth 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
Q1 		– Sell
-419
Closed -$35.4K – 321
2024
Q4 		$35.4K Buy
+419
New +$37.1K 0.03% 250

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Bank of America
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JP Morgan Chase
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Geode Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
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Wingate Wealth Advisors's PEG Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2025, closing a stake of 419 shares — an estimated $35.4K sold.

Wingate Wealth Advisors first reported a position in PEG in Q4 2024 and held it in 1 quarter. The position peaked at $35.4K in Q4 2024. 1,232 funds tracked by Wall St. Rank hold PEG as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 419 Public Service Enterprise Group shares in Q1 2025, an estimated $35.4K.
  • Wingate Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Public Service Enterprise Group position peaked at $35.4K in Q4 2024.
  • 1,232 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.