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

BKM 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
-165
Closed -$10.1K – 445
2023
Q4 		$10.1K Buy
+165
New +$10.1K ﹤0.01% 454

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JP Morgan Chase
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Geode Capital Management
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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

BKM Wealth Management's PEG Position: Q1 2024 in Review

BKM Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 165 shares — an estimated $10.1K sold.

BKM Wealth Management first reported a position in PEG in Q4 2023 and held it in 1 quarter. The position peaked at $10.1K in Q4 2023. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • BKM Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 165 Public Service Enterprise Group shares in Q1 2024, an estimated $10.1K.
  • BKM Wealth Management first reported a position in Public Service Enterprise Group in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Public Service Enterprise Group position peaked at $10.1K in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.