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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PEG Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 24,257 shares — an estimated $2.16M sold.

B.O.S.S. Retirement Advisors first reported a position in PEG in Q4 2022 and held it in 8 quarters. The position peaked at $2.16M in Q3 2024. 1,246 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 24,257 Public Service Enterprise Group shares in Q4 2024, an estimated $2.16M.
B.O.S.S. Retirement Advisors first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Public Service Enterprise Group position peaked at $2.16M in Q3 2024.
1,246 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.