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

Capital Directions Investment 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
2022
Q4 		$5.08K Buy
+83
New +$4.82K ﹤0.01% 222
2022
Q3 		– Sell
-83
Closed -$5.34K – 203
2022
Q2 		$5K Hold
83
– – ﹤0.01% 229
2022
Q1 		$6K Buy
+83
New +$5.5K ﹤0.01% 245

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Directions Investment Advisors's PEG Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Public Service Enterprise Group (PEG) in Q4 2022: 83 shares worth $5.08K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PEG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PEG in Q1 2022 and has held it in 3 quarters since. The position peaked at $6K in Q1 2022. 944 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

  • Capital Directions Investment Advisors held 83 shares of Public Service Enterprise Group worth $5.08K as of Q4 2022.
  • Public Service Enterprise Group was a new Capital Directions Investment Advisors position in Q4 2022.
  • Public Service Enterprise Group made up ﹤0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #222 holding.
  • Capital Directions Investment Advisors first reported a position in Public Service Enterprise Group in Q1 2022 and has held it in 3 quarters since.
  • Capital Directions Investment Advisors's Public Service Enterprise Group position peaked at $6K in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.