AIM
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Aquila Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Aquila Investment 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
Q3 		– Sell
-29,000
Closed -$2.14M – 73
2024
Q2 		$2.14M Hold
29,000
– – 2.01% 21
2024
Q1 		$1.94M Hold
29,000
– – 1.65% 25
2023
Q4 		$1.77M Buy
+29,000
New +$1.78M 1.53% 22

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Aquila Investment Management's PEG Position: Q3 2024 in Review

Aquila Investment Management sold out of Public Service Enterprise Group (PEG) in Q3 2024, closing a stake of 29,000 shares — an estimated $2.14M sold.

Aquila Investment Management first reported a position in PEG in Q4 2023 and held it in 3 quarters. The position peaked at $2.14M in Q2 2024. 1,172 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

  • Aquila Investment Management reported no remaining Public Service Enterprise Group position as of Q3 2024 after selling out during the quarter.
  • Aquila Investment Management sold 29,000 Public Service Enterprise Group shares in Q3 2024, an estimated $2.14M.
  • Aquila Investment Management first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 3 quarters.
  • Aquila Investment Management's Public Service Enterprise Group position peaked at $2.14M in Q2 2024.
  • 1,172 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.