BFG
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Baron Financial Group’s Public Service Enterprise Group PEG Stock Holding History

Baron Financial Group’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
2023
Q4 		– Sell
-3,596
Closed -$205K – 52
2023
Q3 		$205K Buy
3,596
+25
+0.7% +$1.54K 0.13% 47
2023
Q2 		$224K Buy
3,571
+24
+0.7% +$1.5K 0.14% 48
2023
Q1 		$221K Buy
3,547
+24
+0.7% +$1.45K 0.14% 49
2022
Q4 		$216K Buy
+3,523
New +$205K 0.14% 52
2022
Q3 		– Sell
-3,476
Closed -$220K – 152
2022
Q2 		$220K Buy
3,476
+20
+0.6% +$1.36K 0.15% 42
2022
Q1 		$242K Buy
3,456
+20
+0.6% +$1.32K 0.14% 43
2021
Q4 		$229K Buy
3,436
+21
+0.6% +$1.33K 0.13% 46
2021
Q3 		$208K Buy
3,415
+22
+0.6% +$1.37K 0.13% 45
2021
Q2 		$203K Sell
3,393
-429
-11% -$26.5K 0.13% 46
2021
Q1 		$230K Buy
3,822
+472
+14% +$27.2K 0.16% 46
2020
Q4 		$195K Buy
3,350
+22
+0.7% +$1.28K 0.16% 45
2020
Q3 		$183K Buy
+3,328
New +$176K 0.17% 44

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baron Financial Group's PEG Position: Q4 2023 in Review

Baron Financial Group sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 3,596 shares — an estimated $205K sold.

Baron Financial Group first reported a position in PEG in Q3 2020 and held it in 12 quarters. The position peaked at $242K in Q1 2022. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

  • Baron Financial Group reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
  • Baron Financial Group sold 3,596 Public Service Enterprise Group shares in Q4 2023, an estimated $205K.
  • Baron Financial Group first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 12 quarters.
  • Baron Financial Group's Public Service Enterprise Group position peaked at $242K in Q1 2022.
  • 1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Baron Financial Group's 13F filing for Q4 2023, filed 22 Jan 2024.