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

Aevitas 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
2022
Q4 		$901K Buy
14,699
+53
+0.4% +$3.08K 0.53% 45
2022
Q3 		$824K Buy
14,646
+65
+0.4% +$4.19K 0.62% 47
2022
Q2 		$923K Buy
14,581
+64
+0.4% +$4.35K 0.63% 45
2022
Q1 		$1.02M Sell
14,517
-299
-2% -$19.8K 0.62% 47
2021
Q4 		$989K Buy
14,816
+60
+0.4% +$3.8K 0.59% 50
2021
Q3 		$899K Buy
14,756
+156
+1% +$9.74K 0.57% 52
2021
Q2 		$872K Sell
14,600
-38
-0.3% -$2.35K 0.56% 51
2021
Q1 		$881K Buy
14,638
+61
+0.4% +$3.52K 0.61% 48
2020
Q4 		$850K Sell
14,577
-236
-2% -$13.7K 0.62% 43
2020
Q3 		$813K Buy
14,813
+166
+1% +$8.79K 0.67% 42
2020
Q2 		$720K Buy
14,647
+75
+0.5% +$3.74K 0.67% 43
2020
Q1 		$654K Buy
14,572
+8,807
+153% +$476K 0.73% 41
2019
Q4 		$340K Buy
5,765
+23
+0.4% +$1.39K 0.32% 83
2019
Q3 		$356K Buy
5,742
+22
+0.4% +$1.31K 0.36% 75
2019
Q2 		$336K Buy
5,720
+824
+17% +$49.1K 0.34% 79
2019
Q1 		$290K Buy
4,896
+15
+0.3% +$839 0.26% 88
2018
Q4 		$254K Buy
4,881
+19
+0.4% +$1.02K 0.26% 88
2018
Q3 		$257K Buy
4,862
+18
+0.4% +$940 0.23% 96
2018
Q2 		$262K Buy
4,844
+35
+0.7% +$1.8K 0.26% 90
2018
Q1 		$242K Buy
4,809
+25
+0.5% +$1.23K 0.24% 93
2017
Q4 		$246K Buy
+4,784
New +$241K 0.23% 94

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aevitas Wealth Management's PEG Position: Q4 2022 in Review

Aevitas Wealth Management increased its Public Service Enterprise Group (PEG) stake by 0.36% in Q4 2022, buying an estimated $3.08K and bringing the position to 14,699 shares worth $901K. The position accounts for 0.53% of the portfolio, ranked #45.

Aevitas Wealth Management first reported a position in PEG in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.02M in Q1 2022. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

  • Aevitas Wealth Management held 14,699 shares of Public Service Enterprise Group worth $901K as of Q4 2022.
  • Aevitas Wealth Management bought 53 Public Service Enterprise Group shares in Q4 2022, an estimated $3.08K.
  • Public Service Enterprise Group made up 0.53% of Aevitas Wealth Management's portfolio in Q4 2022, its #45 holding.
  • Aevitas Wealth Management first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Public Service Enterprise Group position peaked at $1.02M in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.