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FGAM
Financial Gravity Asset Management’s
Public Service Enterprise Group
PEG
Stock Holding History
Financial Gravity Asset Management’s Portfolio
PEG Stock Details
PEG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-10
Closed
-$647
–
2212
2024
Q1
$647
Buy
+10
New
+$612
﹤0.01%
1321
2023
Q3
–
Sell
-63
Closed
-$627
–
1621
2023
Q2
$627
Buy
+63
New
+$3.93K
﹤0.01%
951
2023
Q1
–
Sell
-61
Closed
-$594
–
1507
2022
Q4
$594
Buy
+61
New
+$3.54K
﹤0.01%
779
2020
Q2
–
Sell
-8
Closed
-$372
–
638
2020
Q1
$372
Sell
8
-7
-47%
-$378
﹤0.01%
605
2019
Q4
$59K
Sell
15
-59
-80%
-$3.58K
0.04%
552
2019
Q3
$5K
Buy
74
+41
+124%
+$2.45K
﹤0.01%
704
2019
Q2
$2K
Sell
33
-90
-73%
-$5.36K
﹤0.01%
928
2019
Q1
$7K
Buy
+123
New
+$6.88K
0.01%
632
2018
Q3
$8K
Buy
136
+4
+3%
+$209
0.01%
625
2018
Q2
$7K
Sell
132
-641
-83%
-$32.9K
0.01%
658
2018
Q1
$40K
Buy
+773
New
+$37.9K
0.04%
373
Other funds holding PEG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T 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
$431B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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