Baker Tilly Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Baker Tilly 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	–	Sell	-8,896	Closed	-$500K	–	558
2022 Q3	$500K	Buy	8,896 +446	+5%	+$28.7K	0.07%	292
2022 Q2	$535K	Sell	8,450 -1,962	-19%	-$133K	0.07%	284
2022 Q1	$729K	Sell	10,412 -2,105	-17%	-$139K	0.08%	252
2021 Q4	$835K	Buy	12,517 +969	+8%	+$61.3K	0.09%	246
2021 Q3	$703K	Buy	11,548 +1,714	+17%	+$107K	0.09%	242
2021 Q2	$587K	Buy	9,834 +1,589	+19%	+$98.2K	0.09%	239
2021 Q1	$496K	Buy	8,245 +4,578	+125%	+$264K	0.1%	245
2020 Q4	$214K	Buy	+3,667	New	+$214K	0.07%	307

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Baker Tilly Wealth Management's PEG Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 8,896 shares — an estimated $500K sold.

Baker Tilly Wealth Management first reported a position in PEG in Q4 2020 and held it in 8 quarters. The position peaked at $835K in Q4 2021. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

Baker Tilly Wealth Management reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 8,896 Public Service Enterprise Group shares in Q4 2022, an estimated $500K.
Baker Tilly Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 8 quarters.
Baker Tilly Wealth Management's Public Service Enterprise Group position peaked at $835K in Q4 2021.
943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.