BOSSRA
PEG icon

B.O.S.S. Retirement Advisors’s Public Service Enterprise Group PEG Stock Holding History

B.O.S.S. Retirement Advisors’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
-24,257
Closed -$2.16M – 270
2024
Q3 		$2.16M Buy
24,257
+373
+2% +$29.8K 0.44% 62
2024
Q2 		$1.76M Buy
23,884
+1,059
+5% +$75.3K 0.45% 62
2024
Q1 		$1.4M Sell
22,825
-2,578
-10% -$158K 0.53% 74
2023
Q4 		$1.55M Sell
25,403
-2,782
-10% -$171K 0.3% 111
2023
Q3 		$1.6M Sell
28,185
-2,216
-7% -$136K 0.35% 105
2023
Q2 		$1.9M Sell
30,401
-2,640
-8% -$165K 0.4% 82
2023
Q1 		$2.06M Buy
33,041
+4,899
+17% +$297K 0.48% 67
2022
Q4 		$1.72M Buy
+28,142
New +$1.63M 0.44% 93

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return