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Public Service Enterprise shares owned by FORM Wealth Advisors

Quarter-by-quarter ownership of Public Service Enterprise (PEG) shares owned by FORM Wealth Advisors from 13F filings

Historical chart of FORM Wealth Advisors investment in Public Service Enterprise

Tip: Access up to 7 years of quarterly data

All positions including Public Service Enterprise held by FORM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Public Service Enterprise by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $302k 3.6k 84.17
2025-03-31 $282k 3.4k 82.29

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

Top funds holding Public Service Enterprise

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Ameriprise Financial
Capital Research Global Investors
Morgan Stanley
Legal & General Group
Invesco
Capital World Investors
Goldman Sachs Group
Northern Trust
Massachusetts Financial Services
Ubs Global Asset Management Americas

View all funds holding Public Service Enterprise