WTFG
PEG icon

Wood Tarver Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Wood Tarver Financial Group’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
-180
Closed -$15K – 497
2025
Q2 		$15K Hold
180
– – ﹤0.01% 387
2025
Q1 		$14.8K Hold
180
– – ﹤0.01% 377
2024
Q4 		$15K Buy
+180
New +$15.9K 0.01% 372

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

Wood Tarver Financial Group's PEG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Public Service Enterprise Group (PEG) in Q3 2025, closing a stake of 180 shares — an estimated $15K sold.

Wood Tarver Financial Group first reported a position in PEG in Q4 2024 and held it in 3 quarters. The position peaked at $15K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold PEG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Public Service Enterprise Group position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 180 Public Service Enterprise Group shares in Q3 2025, an estimated $15K.
  • Wood Tarver Financial Group first reported a position in Public Service Enterprise Group in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Public Service Enterprise Group position peaked at $15K in Q2 2025.
  • 1,217 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.