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

BerganKDV 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
2023 Q2	$63K	Sell	1,007 -433	-30%	-$27K	0.01%	356
2023 Q1	$89.9K	Buy	1,440 +419	+41%	+$25.4K	0.01%	325
2022 Q4	$62.5K	Hold	1,021	–	–	0.01%	360
2022 Q3	$57K	Sell	1,021 -1,626	-61%	-$105K	0.01%	363
2022 Q2	$167K	Buy	2,647 +1,597	+152%	+$109K	0.02%	251
2022 Q1	$73K	Hold	1,050	–	–	0.01%	349
2021 Q4	$70K	Sell	1,050 -3	-0.3%	-$190	0.01%	377
2021 Q3	$64K	Hold	1,053	–	–	0.01%	371
2021 Q2	$63K	Hold	1,053	–	–	0.01%	359
2021 Q1	$63K	Hold	1,053	–	–	0.01%	346
2020 Q4	$61K	Buy	1,053 +13	+1%	+$757	0.01%	332
2020 Q3	$57K	Hold	1,040	–	–	0.01%	322
2020 Q2	$51K	Buy	1,040 +6	+0.6%	+$299	0.01%	352
2020 Q1	$46K	Buy	1,034 +13	+1%	+$702	0.01%	326
2019 Q4	$60K	Buy	1,021 +21	+2%	+$1.27K	0.01%	326
2019 Q3	$62K	Hold	1,000	–	–	0.01%	311
2019 Q2	$59K	Hold	1,000	–	–	0.01%	309
2019 Q1	$59K	Hold	1,000	–	–	0.01%	324
2018 Q4	$52K	Hold	1,000	–	–	0.01%	295
2018 Q3	$53K	Hold	1,000	–	–	0.01%	311
2018 Q2	$54K	Buy	+1,000	New	+$51.4K	0.01%	311

Other funds holding PEG

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

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BerganKDV Wealth Management's PEG Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Public Service Enterprise Group (PEG) stake by 30% in Q2 2023, selling an estimated $27K and leaving 1,007 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #356.

BerganKDV Wealth Management first reported a position in PEG in Q2 2018 and has held it in 21 quarters since. The position peaked at $167K in Q2 2022. 934 funds tracked by Wall St. Rank hold PEG as of Q2 2023.

BerganKDV Wealth Management held 1,007 shares of Public Service Enterprise Group worth $63K as of Q2 2023.
BerganKDV Wealth Management sold 433 Public Service Enterprise Group shares in Q2 2023, an estimated $27K.
Public Service Enterprise Group made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #356 holding.
BerganKDV Wealth Management first reported a position in Public Service Enterprise Group in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Public Service Enterprise Group position peaked at $167K in Q2 2022.
934 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.