CSWM
PEG icon

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

Cassady Schiller 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
Q4 		$4.39K Buy
52
+13
+33% +$1.15K ﹤0.01% 432
2024
Q3 		$3.48K Hold
39
– – ﹤0.01% 362
2024
Q2 		$2.87K Hold
39
– – ﹤0.01% 375
2024
Q1 		$2.6K Sell
39
-567
-94% -$34.7K ﹤0.01% 413
2023
Q4 		$37.1K Hold
606
– – 0.02% 223
2023
Q3 		$34.5K Hold
606
– – 0.02% 223
2023
Q2 		$37.9K Hold
606
– – 0.02% 221
2023
Q1 		$37.8K Hold
606
– – 0.02% 221
2022
Q4 		$37.1K Buy
+606
New +$35.2K 0.02% 217
2022
Q1 		– Sell
-623
Closed -$42K – 456
2021
Q4 		$42K Buy
+623
New +$39.4K 0.03% 212

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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