B. Riley Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

B. Riley 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 Q2	$267	Buy	4,226 +578	+16%	+$39.3K	﹤0.01%	569
2022 Q1	$255K	Sell	3,648 -1,357	-27%	-$89.8K	0.02%	496
2021 Q4	$334K	Sell	5,005 -49	-1%	-$3.1K	0.02%	445
2021 Q3	$308K	Buy	+5,054	New	+$316K	0.02%	448
2020 Q2	–	Sell	-4,567	Closed	-$205K	–	525
2020 Q1	$205K	Buy	+4,567	New	+$247K	0.02%	435
2019 Q1	–	Sell	-3,876	Closed	-$202K	–	419
2018 Q4	$202K	Buy	+3,876	New	+$209K	0.04%	305
2015 Q3	–	Sell	-738	Closed	-$28K	–	583
2015 Q2	$28K	Buy	738 +6	+0.8%	+$249	0.02%	541
2015 Q1	$30K	Buy	732 +6	+0.8%	+$251	0.02%	520
2014 Q4	$30K	Buy	726 +6	+0.8%	+$241	0.02%	490
2014 Q3	$26K	Buy	720 +6	+0.8%	+$222	0.02%	550
2014 Q2	$29K	Sell	714 -103	-13%	-$4K	0.02%	572
2014 Q1	$31K	Buy	+817	New	+$28.2K	0.02%	544

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Management's PEG Position: Q2 2022 in Review

B. Riley Wealth Management increased its Public Service Enterprise Group (PEG) stake by 16% in Q2 2022, buying an estimated $39.3K and bringing the position to 4,226 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #569.

B. Riley Wealth Management first reported a position in PEG in Q1 2014 and has held it in 12 quarters since. The position peaked at $334K in Q4 2021. 941 funds tracked by Wall St. Rank hold PEG as of Q2 2022.

B. Riley Wealth Management held 4,226 shares of Public Service Enterprise Group worth $267 as of Q2 2022.
B. Riley Wealth Management bought 578 Public Service Enterprise Group shares in Q2 2022, an estimated $39.3K.
Public Service Enterprise Group made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #569 holding.
B. Riley Wealth Management first reported a position in Public Service Enterprise Group in Q1 2014 and has held it in 12 quarters since.
B. Riley Wealth Management's Public Service Enterprise Group position peaked at $334K in Q4 2021.
941 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.