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BDO Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

BDO Wealth 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
2023
Q2 		$1.61M Buy
25,685
+595
+2% +$37.1K 0.18% 103
2023
Q1 		$1.57M Sell
25,090
-286
-1% -$17.3K 0.19% 100
2022
Q4 		$1.55M Buy
25,376
+2,027
+9% +$118K 0.19% 102
2022
Q3 		$1.31M Sell
23,349
-256
-1% -$16.5K 0.17% 112
2022
Q2 		$1.49M Buy
23,605
+349
+2% +$23.7K 0.18% 101
2022
Q1 		$1.63M Buy
23,256
+1,278
+6% +$84.6K 0.17% 104
2021
Q4 		$1.47M Buy
21,978
+244
+1% +$15.4K 0.16% 111
2021
Q3 		$1.32M Buy
21,734
+814
+4% +$50.8K 0.15% 111
2021
Q2 		$1.25M Buy
20,920
+1,372
+7% +$84.8K 0.14% 117
2021
Q1 		$1.18M Buy
19,548
+391
+2% +$22.6K 0.14% 118
2020
Q4 		$1.12M Buy
19,157
+144
+0.8% +$8.38K 0.16% 95
2020
Q3 		$1.04M Buy
19,013
+547
+3% +$29K 0.17% 90
2020
Q2 		$908K Buy
18,466
+429
+2% +$21.4K 0.16% 100
2020
Q1 		$810K Buy
18,037
+892
+5% +$48.2K 0.16% 97
2019
Q4 		$1.01M Sell
17,145
-1,276
-7% -$77.3K 0.26% 75
2019
Q3 		$1.14M Buy
18,421
+617
+3% +$36.8K 0.29% 69
2019
Q2 		$1.05M Buy
17,804
+450
+3% +$26.8K 0.29% 73
2019
Q1 		$1.03M Buy
17,354
+781
+5% +$43.7K 0.3% 68
2018
Q4 		$863K Sell
16,573
-646
-4% -$34.8K 0.3% 71
2018
Q3 		$909K Buy
17,219
+1,155
+7% +$60.3K 0.29% 65
2018
Q2 		$870K Buy
16,064
+744
+5% +$38.2K 0.3% 67
2018
Q1 		$770K Sell
15,320
-150
-1% -$7.36K 0.29% 66
2017
Q4 		$797K Buy
15,470
+550
+4% +$27.7K 0.36% 55
2017
Q3 		$690K Buy
14,920
+2,000
+15% +$90.6K 0.34% 55
2017
Q2 		$556K Buy
+12,920
New +$571K 0.24% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BDO Wealth Advisors's PEG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 2.4% in Q2 2023, buying an estimated $37.1K and bringing the position to 25,685 shares worth $1.61M. The position accounts for 0.18% of the portfolio, ranked #103.

BDO Wealth Advisors first reported a position in PEG in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.63M in Q1 2022. 934 funds tracked by Wall St. Rank hold PEG as of Q2 2023.

  • BDO Wealth Advisors held 25,685 shares of Public Service Enterprise Group worth $1.61M as of Q2 2023.
  • BDO Wealth Advisors bought 595 Public Service Enterprise Group shares in Q2 2023, an estimated $37.1K.
  • Public Service Enterprise Group made up 0.18% of BDO Wealth Advisors's portfolio in Q2 2023, its #103 holding.
  • BDO Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Public Service Enterprise Group position peaked at $1.63M in Q1 2022.
  • 934 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.