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Berman Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Berman Capital 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
2021
Q3 		$140K Buy
2,307
+704
+44% +$44K 0.02% 351
2021
Q2 		$95K Buy
1,603
+763
+91% +$47.1K 0.02% 397
2021
Q1 		$50K Sell
840
-1
-0.1% -$58 0.01% 480
2020
Q4 		$49K Buy
841
+45
+6% +$2.62K 0.01% 418
2020
Q3 		$42K Buy
796
+330
+71% +$17.5K 0.01% 390
2020
Q2 		$22K Buy
466
+83
+22% +$4.14K 0.01% 519
2020
Q1 		$15K Sell
383
-78
-17% -$4.21K ﹤0.01% 567
2019
Q4 		$27K Buy
461
+1
+0.2% +$61 0.01% 456
2019
Q3 		$28K Hold
460
– – 0.01% 417
2019
Q2 		$27K Buy
460
+203
+79% +$12.1K 0.01% 430
2019
Q1 		$15K Buy
257
+27
+12% +$1.51K 0.01% 533
2018
Q4 		$11K Buy
+230
New +$12.4K ﹤0.01% 492

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's PEG Position: Q3 2021 in Review

Berman Capital Advisors increased its Public Service Enterprise Group (PEG) stake by 44% in Q3 2021, buying an estimated $44K and bringing the position to 2,307 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #351.

Berman Capital Advisors first reported a position in PEG in Q4 2018 and has held it in 12 quarters since. 882 funds tracked by Wall St. Rank hold PEG as of Q3 2021.

  • Berman Capital Advisors held 2,307 shares of Public Service Enterprise Group worth $140K as of Q3 2021.
  • Berman Capital Advisors bought 704 Public Service Enterprise Group shares in Q3 2021, an estimated $44K.
  • Public Service Enterprise Group made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #351 holding.
  • Berman Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 12 quarters since.
  • 882 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.