EW
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Evoke Wealth’s Public Service Enterprise Group PEG Stock Holding History

Evoke 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
2022
Q4 		– Sell
-287
Closed -$16K – 911
2022
Q3 		$16K Sell
287
-266
-48% -$17.1K ﹤0.01% 680
2022
Q2 		$35K Sell
553
-82
-13% -$5.58K ﹤0.01% 570
2022
Q1 		$44K Buy
635
+49
+8% +$3.24K ﹤0.01% 543
2021
Q4 		$39K Buy
586
+398
+212% +$25.2K ﹤0.01% 566
2021
Q3 		$11K Hold
188
– – ﹤0.01% 731
2021
Q2 		$11K Sell
188
-3
-2% -$185 ﹤0.01% 740
2021
Q1 		$12K Buy
191
+1
+0.5% +$58 ﹤0.01% 664
2020
Q4 		$11K Buy
190
+101
+113% +$5.88K ﹤0.01% 581
2020
Q3 		$5K Sell
89
-25
-22% -$1.32K ﹤0.01% 676
2020
Q2 		$6K Buy
114
+51
+81% +$2.54K ﹤0.01% 636
2020
Q1 		$2.83K Sell
63
-144
-70% -$7.78K ﹤0.01% 744
2019
Q4 		$12.2K Buy
207
+3
+1% +$182 ﹤0.01% 696
2019
Q3 		$12.7K Buy
+204
New +$12.2K ﹤0.01% 773

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Evoke Wealth's PEG Position: Q4 2022 in Review

Evoke Wealth sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 287 shares — an estimated $16K sold.

Evoke Wealth first reported a position in PEG in Q3 2019 and held it in 13 quarters. The position peaked at $44K in Q1 2022. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

  • Evoke Wealth reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 287 Public Service Enterprise Group shares in Q4 2022, an estimated $16K.
  • Evoke Wealth first reported a position in Public Service Enterprise Group in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Public Service Enterprise Group position peaked at $44K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.