Certified Advisory Corp’s Public Service Enterprise Group PEG Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-30	Closed	-$1.71K	–	303
2023 Q3	$1.71K	Hold	30	–	–	﹤0.01%	279
2023 Q2	$1.88K	Hold	30	–	–	﹤0.01%	254
2023 Q1	$1.87K	Buy	+30	New	+$1.82K	﹤0.01%	269
2022 Q3	–	Sell	-30	Closed	-$2K	–	247
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	221
2022 Q1	$2K	Buy	+30	New	+$1.99K	﹤0.01%	246
2021 Q4	–	Sell	-30	Closed	-$2K	–	248
2021 Q3	$2K	Buy	+30	New	+$1.87K	﹤0.01%	234
2021 Q2	–	Sell	-30	Closed	-$2K	–	576
2021 Q1	$2K	Buy	+30	New	+$1.73K	﹤0.01%	741
2020 Q2	$1K	Buy	+30	New	+$1.5K	﹤0.01%	731
2019 Q1	–	Sell	-1,439	Closed	-$75K	–	759
2018 Q4	$75K	Buy	+1,439	New	+$77.5K	0.04%	227
2018 Q2	–	Sell	-70	Closed	-$3K	–	788
2018 Q1	$3K	Hold	70	–	–	﹤0.01%	648
2017 Q4	$3K	Buy	+70	New	+$3.53K	﹤0.01%	616

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Certified Advisory Corp's PEG Position: Q4 2023 in Review

Certified Advisory Corp sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 30 shares — an estimated $1.71K sold.

Certified Advisory Corp first reported a position in PEG in Q4 2017 and held it in 11 quarters. The position peaked at $75K in Q4 2018. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

Certified Advisory Corp reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 30 Public Service Enterprise Group shares in Q4 2023, an estimated $1.71K.
Certified Advisory Corp first reported a position in Public Service Enterprise Group in Q4 2017 and held it in 11 quarters.
Certified Advisory Corp's Public Service Enterprise Group position peaked at $75K in Q4 2018.
1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.