First Horizon Advisors, Inc. PEG PUBLIC SVC ENTERPRISE GROUP IN

Ownership history in First Horizon Advisors, Inc.  ·  48 quarters on record

AI Ownership Summary

First Horizon Advisors, Inc. reported PUBLIC SVC ENTERPRISE GROUP IN (PEG) in 48 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.98% in 2024 Q3. The latest visible filing shows PEG at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PEG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Horizon Advisors, Inc.'s position in PUBLIC SVC ENTERPRISE GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PEG was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Horizon Advisors, Inc. held PEG — position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 407,569 +14,872 +3.8% 0.89% $34.3M 2025-08-14 (Est.) $84.75
2025 Q1 REDUCED 392,697 -3,703 -0.9% 0.91% $32.3M 2025-04-28 $78.37
2024 Q4 ADDED 396,400 +1,497 +0.4% 0.94% $33.5M 2025-02-03 $80.22
2024 Q3 REDUCED 394,903 -1,193 -0.3% 0.98% $35.2M 2024-11-08 $81.91
2024 Q2 REDUCED 396,096 -7,636 -1.9% 0.89% $29.2M 2024-07-19 $70.71
2024 Q1 ADDED 403,732 +22,990 +6.0% 0.83% $27.0M 2024-04-26 $63.73
2023 Q4 REDUCED 380,742 -525 -0.1% 0.77% $23.3M 2024-02-06 $54.91
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Horizon Advisors, Inc. and PEG

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Horizon Advisors, Inc. reported owning PEG?

First Horizon Advisors, Inc. reported PEG across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported PEG position in First Horizon Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PEG was 0.98% in 2024 Q3.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2025 Q2, when First Horizon Advisors, Inc. reported 407,569 shares, equal to 0.89% of portfolio, with an estimated market value of $34.3M.

What does the chart on this PEG ownership page compare?

The chart compares First Horizon Advisors, Inc.'s quarterly PEG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did First Horizon Advisors, Inc. time their PEG position?

Based on 13F filing dates vs. subsequent PEG price moves, First Horizon Advisors, Inc. correctly timed 25 out of 46 reported position changes (54%). The annualised alpha on PEG relative to SPY over the holding period was -1.1%.

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