Advisors Preferred’s Public Service Enterprise Group PEG Stock Holding History

Advisors Preferred’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	-107,225	Closed	-$9.73M	–	257
2024 Q3	$9.73M	Buy	+107,225	New	+$8.56M	1.48%	18
2022 Q3	–	Sell	-16,961	Closed	-$1.07M	–	170
2022 Q2	$1.07M	Buy	+16,961	New	+$1.15M	0.28%	36

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

Advisors Preferred's PEG Position: Q4 2024 in Review

Advisors Preferred sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 107,225 shares — an estimated $9.73M sold.

Advisors Preferred first reported a position in PEG in Q2 2022 and held it in 2 quarters. The position peaked at $9.73M in Q3 2024. 1,244 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

Advisors Preferred reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 107,225 Public Service Enterprise Group shares in Q4 2024, an estimated $9.73M.
Advisors Preferred first reported a position in Public Service Enterprise Group in Q2 2022 and held it in 2 quarters.
Advisors Preferred's Public Service Enterprise Group position peaked at $9.73M in Q3 2024.
1,244 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.