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

Accel 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
2023
Q2 		– Sell
-200
Closed -$12.5K – 659
2023
Q1 		$12.5K Hold
200
– – 0.01% 834
2022
Q4 		$12.3K Hold
200
– – 0.01% 665
2022
Q3 		$12K Hold
200
– – 0.01% 699
2022
Q2 		$12K Hold
200
– – 0.01% 670
2022
Q1 		$14K Buy
+200
New +$13.2K 0.01% 644

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Accel Wealth Management's PEG Position: Q2 2023 in Review

Accel Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2023, closing a stake of 200 shares — an estimated $12.5K sold.

Accel Wealth Management first reported a position in PEG in Q1 2022 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 934 funds tracked by Wall St. Rank hold PEG as of Q2 2023.

  • Accel Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 200 Public Service Enterprise Group shares in Q2 2023, an estimated $12.5K.
  • Accel Wealth Management first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 5 quarters.
  • Accel Wealth Management's Public Service Enterprise Group position peaked at $14K in Q1 2022.
  • 934 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.