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Beaird Harris Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Beaird Harris 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
2024
Q1 		– Sell
-87
Closed -$5.32K – 643
2023
Q4 		$5.32K Buy
+87
New +$5.35K ﹤0.01% 374
2022
Q2 		– Sell
-84
Closed -$6K – 545
2022
Q1 		$6K Buy
+84
New +$5.56K ﹤0.01% 410

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beaird Harris Wealth Management's PEG Position: Q1 2024 in Review

Beaird Harris Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 87 shares — an estimated $5.32K sold.

Beaird Harris Wealth Management first reported a position in PEG in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • Beaird Harris Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 87 Public Service Enterprise Group shares in Q1 2024, an estimated $5.32K.
  • Beaird Harris Wealth Management first reported a position in Public Service Enterprise Group in Q1 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Public Service Enterprise Group position peaked at $6K in Q1 2022.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.