Claris Advisors’s Public Service Enterprise Group PEG Stock Holding History

Claris 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
2024 Q4	–	Sell	-10	Closed	-$892	–	847
2024 Q3	$892	Buy	+10	New	+$798	﹤0.01%	462

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Advisors's PEG Position: Q4 2024 in Review

Claris Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 10 shares — an estimated $892 sold.

Claris Advisors first reported a position in PEG in Q3 2024 and held it in 1 quarter. The position peaked at $892 in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

Claris Advisors reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 10 Public Service Enterprise Group shares in Q4 2024, an estimated $892.
Claris Advisors first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 1 quarter.
Claris Advisors's Public Service Enterprise Group position peaked at $892 in Q3 2024.
1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.