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Connectus Wealth’s Public Service Enterprise Group PEG Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-363,778
Closed -$22.3M – 480
2023
Q4 		$22.3M Buy
363,778
+16,057
+5% +$987K 0.46% 54
2023
Q3 		$19.8M Buy
+347,721
New +$21.4M 0.44% 59

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Connectus Wealth's PEG Position: Q1 2024 in Review

Connectus Wealth sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 363,778 shares — an estimated $22.3M sold.

Connectus Wealth first reported a position in PEG in Q3 2023 and held it in 2 quarters. The position peaked at $22.3M in Q4 2023. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • Connectus Wealth reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 363,778 Public Service Enterprise Group shares in Q1 2024, an estimated $22.3M.
  • Connectus Wealth first reported a position in Public Service Enterprise Group in Q3 2023 and held it in 2 quarters.
  • Connectus Wealth's Public Service Enterprise Group position peaked at $22.3M in Q4 2023.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.