PEG β€” PUBLIC SERVICE ENTERPRISE GP

Ownership history in Verity Asset Management, Inc.  Β·  20 quarters on record

AI Ownership Summary

Verity Asset Management, Inc. reported PUBLIC SERVICE ENTERPRISE GP (PEG) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows PEG at 0.07% 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 Verity Asset Management, Inc.'s position in PUBLIC SERVICE ENTERPRISE GP, 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 Q3

PEG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

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 Q3

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 Verity Asset Management, Inc. held PEG β€” position size vs. price
% of Fund (quarterly)    PEG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,710 β€” 0% 0.07% $226K 2025-11-14 $81.53
2025 Q2 REDUCED 2,710 -173 -6.0% 0.11% $228K 2025-08-05 $86.09
2025 Q1 UNCHANGED 2,883 β€” 0% 0.10% $237K 2025-04-25 $78.50
2024 Q4 UNCHANGED 2,883 β€” 0% 0.14% $244K 2025-01-27 $78.89
2024 Q3 REDUCED 2,883 -818 -22.1% 0.10% $257K 2024-10-31 $85.34
2024 Q2 UNCHANGED 3,701 β€” 0% 0.11% $273K 2024-08-08 $75.18
2024 Q1 UNCHANGED 3,701 β€” 0% 0.14% $247K 2024-05-28 $70.04
2023 Q4 UNCHANGED 3,701 β€” 0% 0.14% $226K 2024-02-08 $54.18
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Verity Asset Management, 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 Verity Asset Management, Inc. reported owning PEG?

Verity Asset Management, Inc. reported PEG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PEG position in Verity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for PEG was 0.14% in 2023 Q4.

What is the latest reported PEG position on this page?

The most recent filing on this page is 2025 Q3, when Verity Asset Management, Inc. reported 2,710 shares, equal to 0.07% of portfolio, with an estimated market value of $226K.

What does the chart on this PEG ownership page compare?

The chart compares Verity Asset Management, 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.

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