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

Bromfield Sneider 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
2024 Q1	$25.9K	Hold	388	–	–	0.02%	90
2023 Q4	$23.7K	Hold	388	–	–	0.02%	90
2023 Q3	$22.1K	Hold	388	–	–	0.02%	88
2023 Q2	$24.3K	Hold	388	–	–	0.02%	86
2023 Q1	$24.2K	Hold	388	–	–	0.02%	84
2022 Q4	$23.8K	Hold	388	–	–	0.02%	81
2022 Q3	$22K	Hold	388	–	–	0.03%	78
2022 Q2	$25K	Hold	388	–	–	0.03%	78
2022 Q1	$27K	Buy	+388	New	+$25.7K	0.03%	87

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's PEG Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Public Service Enterprise Group (PEG) position steady in Q1 2024 at 388 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #90.

Bromfield Sneider Wealth Advisors first reported a position in PEG in Q1 2022 and has held it in 9 quarters since. The position peaked at $27K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 388 shares of Public Service Enterprise Group worth $25.9K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Public Service Enterprise Group share count unchanged in Q1 2024.
Public Service Enterprise Group made up 0.02% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #90 holding.
Bromfield Sneider Wealth Advisors first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Public Service Enterprise Group position peaked at $27K in Q1 2022.
1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.