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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassady Schiller Wealth Management's PEG Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Public Service Enterprise Group (PEG) stake by 33% in Q4 2024, buying an estimated $1.15K and bringing the position to 52 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Cassady Schiller Wealth Management first reported a position in PEG in Q4 2021 and has held it in 10 quarters since. The position peaked at $42K in Q4 2021. 1,246 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Cassady Schiller Wealth Management held 52 shares of Public Service Enterprise Group worth $4.39K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 13 Public Service Enterprise Group shares in Q4 2024, an estimated $1.15K.
  • Public Service Enterprise Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #432 holding.
  • Cassady Schiller Wealth Management first reported a position in Public Service Enterprise Group in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Public Service Enterprise Group position peaked at $42K in Q4 2021.
  • 1,246 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.