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Buckingham Strategic Wealth’s Public Service Enterprise Group PEG Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$591K Buy
8,023
+229
+3% +$16.3K 0.01% 432
2024
Q1 		$520K Sell
7,794
-1
-0% -$61 0.01% 451
2023
Q4 		$477K Buy
7,795
+129
+2% +$7.93K 0.01% 452
2023
Q3 		$436K Sell
7,666
-304
-4% -$18.7K 0.01% 451
2023
Q2 		$499K Buy
7,970
+2,952
+59% +$184K 0.01% 424
2023
Q1 		$307K Hold
5,018
– – 0.01% 476
2022
Q4 		$307K Sell
5,018
-1,278
-20% -$74.2K 0.01% 478
2022
Q3 		$354K Buy
6,296
+1,500
+31% +$96.6K 0.01% 436
2022
Q2 		$303K Buy
4,796
+1,200
+33% +$81.6K 0.01% 464
2022
Q1 		$252K Buy
+3,596
New +$238K 0.01% 512
2019
Q2 		– Sell
-6,140
Closed -$365K – 457
2019
Q1 		$365K Buy
6,140
+427
+7% +$23.9K 0.05% 277
2018
Q4 		$297K Buy
5,713
+239
+4% +$12.9K 0.05% 265
2018
Q3 		$289K Buy
5,474
+117
+2% +$6.11K 0.04% 276
2018
Q2 		$290K Buy
+5,357
New +$275K 0.05% 266
2018
Q1 		– Sell
-5,204
Closed -$268K – 339
2017
Q4 		$268K Hold
5,204
– – 0.06% 254
2017
Q3 		$241K Buy
5,204
+16
+0.3% +$725 0.06% 250
2017
Q2 		$223K Hold
5,188
– – 0.05% 265
2017
Q1 		$230K Buy
5,188
+12
+0.2% +$530 0.07% 222
2016
Q4 		$227K Buy
5,176
+47
+0.9% +$1.96K 0.07% 200
2016
Q3 		$215K Sell
5,129
-61
-1% -$2.69K 0.07% 207
2016
Q2 		$242K Hold
5,190
– – 0.08% 189
2016
Q1 		$245K Buy
+5,190
New +$220K 0.08% 184
2015
Q4 		– Sell
-4,878
Closed -$206K – 223
2015
Q3 		$206K Buy
+4,878
New +$199K 0.07% 189
2015
Q2 		– Sell
-4,878
Closed -$204K – 235
2015
Q1 		$204K Buy
+4,878
New +$204K 0.08% 205

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's PEG Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Public Service Enterprise Group (PEG) stake by 2.9% in Q2 2024, buying an estimated $16.3K and bringing the position to 8,023 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #432.

Buckingham Strategic Wealth first reported a position in PEG in Q1 2015 and has held it in 24 quarters since. 1,079 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

  • Buckingham Strategic Wealth held 8,023 shares of Public Service Enterprise Group worth $591K as of Q2 2024.
  • Buckingham Strategic Wealth bought 229 Public Service Enterprise Group shares in Q2 2024, an estimated $16.3K.
  • Public Service Enterprise Group made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #432 holding.
  • Buckingham Strategic Wealth first reported a position in Public Service Enterprise Group in Q1 2015 and has held it in 24 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.