44 Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

44 Wealth Management’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
2024 Q4	–	Sell	-3,964	Closed	-$360K	–	196
2024 Q3	$360K	Buy	+3,964	New	+$316K	0.13%	155
2023 Q2	$392K	Sell	6,254 -74	-1%	-$4.62K	0.13%	120
2023 Q1	$395K	Buy	6,328 +82	+1%	+$4.97K	0.13%	123
2022 Q4	$383K	Sell	6,246 -99	-2%	-$5.75K	0.13%	126
2022 Q3	$357K	Buy	6,345 +1,429	+29%	+$92K	0.15%	117
2022 Q2	$311K	Buy	4,916 +23	+0.5%	+$1.56K	0.12%	132
2022 Q1	$343K	Sell	4,893 -1,780	-27%	-$118K	0.12%	135
2021 Q4	$445K	Sell	6,673 -82	-1%	-$5.19K	0.15%	116
2021 Q3	$411K	Sell	6,755 -63	-0.9%	-$3.93K	0.16%	118
2021 Q2	$407K	Sell	6,818 -1,937	-22%	-$120K	0.16%	121
2021 Q1	$527K	Sell	8,755 -227	-3%	-$13.1K	0.22%	100
2020 Q4	$524K	Buy	+8,982	New	+$523K	0.24%	92

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

44 Wealth Management's PEG Position: Q4 2024 in Review

44 Wealth Management sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 3,964 shares — an estimated $360K sold.

44 Wealth Management first reported a position in PEG in Q4 2020 and held it in 12 quarters. The position peaked at $527K in Q1 2021. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

44 Wealth Management reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
44 Wealth Management sold 3,964 Public Service Enterprise Group shares in Q4 2024, an estimated $360K.
44 Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 12 quarters.
44 Wealth Management's Public Service Enterprise Group position peaked at $527K in Q1 2021.
1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on 44 Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.