SEC 13F Intelligence

Amj Financial Wealth Management / PEG

Amj Financial Wealth Management’s Public Svc Enterprise Group Position

Does Amj Financial Wealth Management own Public Svc Enterprise Group (PEG)? Not currently — the last reported position was 105.7K shares worth $9M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q4 2024
Shares
105.7K
% of Portfolio
+2.47%
Quarters Held
2
position exited

Position History PEG

Reported value by quarter
Q3 ’24: $5MQ3 ’24Q4 ’24: $9MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024105.7K$9M+2.47%
Q3 202454.3K$5M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of PEG.