Fernwood Investment Management’s Public Service Enterprise Group PEG Stock Holding History

Fernwood Investment Management’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 Q2	–	Sell	-800	Closed	-$53.4K	–	555
2024 Q1	$53.4K	Buy	+800	New	+$49K	0.02%	337
2016 Q2	–	Sell	-4,615	Closed	-$218K	–	125
2016 Q1	$218K	Buy	+4,615	New	+$196K	0.22%	102
2015 Q4	–	Sell	-4,760	Closed	-$201K	–	130
2015 Q3	$201K	Buy	+4,760	New	+$194K	0.18%	108

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fernwood Investment Management's PEG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Public Service Enterprise Group (PEG) in Q2 2024, closing a stake of 800 shares — an estimated $53.4K sold.

Fernwood Investment Management first reported a position in PEG in Q3 2015 and held it in 3 quarters. The position peaked at $218K in Q1 2016. 1,078 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

Fernwood Investment Management reported no remaining Public Service Enterprise Group position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 800 Public Service Enterprise Group shares in Q2 2024, an estimated $53.4K.
Fernwood Investment Management first reported a position in Public Service Enterprise Group in Q3 2015 and held it in 3 quarters.
Fernwood Investment Management's Public Service Enterprise Group position peaked at $218K in Q1 2016.
1,078 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.