CPFP
PEG icon

Clear Perspectives Financial Planning’s Public Service Enterprise Group PEG Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$55.4K Hold
887
– – 0.03% 68
2022
Q4 		$54.3K Hold
887
– – 0.03% 75
2022
Q3 		$50K Buy
+887
New +$57.1K 0.02% 82

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspectives Financial Planning's PEG Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Public Service Enterprise Group (PEG) position steady in Q1 2023 at 887 shares worth $55.4K. The position accounts for 0.03% of the portfolio, ranked #68.

Clear Perspectives Financial Planning first reported a position in PEG in Q3 2022 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

  • Clear Perspectives Financial Planning held 887 shares of Public Service Enterprise Group worth $55.4K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Public Service Enterprise Group share count unchanged in Q1 2023.
  • Public Service Enterprise Group made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #68 holding.
  • Clear Perspectives Financial Planning first reported a position in Public Service Enterprise Group in Q3 2022 and has held it in 3 quarters since.
  • 930 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.