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

Brophy 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 Q3	$527K	Buy	+5,906	New	+$471K	0.19%	122

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Brophy Wealth Management's PEG Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Public Service Enterprise Group (PEG) in Q3 2024: 5,906 shares worth $527K. The stake represents 0.19% of the portfolio and ranks #122 among its holdings.

1,171 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

Brophy Wealth Management held 5,906 shares of Public Service Enterprise Group worth $527K as of Q3 2024.
Public Service Enterprise Group was a new Brophy Wealth Management position in Q3 2024.
Public Service Enterprise Group made up 0.19% of Brophy Wealth Management's portfolio in Q3 2024, its #122 holding.
1,171 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.