Focus Financial Network’s Public Service Enterprise Group PEG Stock Holding History

Focus Financial Network’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 Q4	–	Sell	-2,524	Closed	-$225K	–	695
2024 Q3	$225K	Buy	+2,524	New	+$201K	0.01%	614
2023 Q4	–	Sell	-3,568	Closed	-$203K	–	739
2023 Q3	$203K	Sell	3,568 -329	-8%	-$20.2K	0.01%	556
2023 Q2	$244K	Sell	3,897 -1,703	-30%	-$106K	0.01%	516
2023 Q1	$350K	Sell	5,600 -40	-0.7%	-$2.42K	0.02%	421
2022 Q4	$346K	Buy	5,640 +55	+1%	+$3.19K	0.03%	340
2022 Q3	$314K	Buy	5,585 +238	+4%	+$15.3K	0.03%	364
2022 Q2	$338K	Sell	5,347 -17	-0.3%	-$1.16K	0.03%	356
2022 Q1	$375K	Buy	+5,364	New	+$355K	0.03%	349
2021 Q1	–	Sell	-3,753	Closed	-$219K	–	483
2020 Q4	$219K	Buy	+3,753	New	+$219K	0.02%	406

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Financial Network's PEG Position: Q4 2024 in Review

Focus Financial Network sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 2,524 shares — an estimated $225K sold.

Focus Financial Network first reported a position in PEG in Q4 2020 and held it in 9 quarters. The position peaked at $375K in Q1 2022. 1,246 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

Focus Financial Network reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
Focus Financial Network sold 2,524 Public Service Enterprise Group shares in Q4 2024, an estimated $225K.
Focus Financial Network first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 9 quarters.
Focus Financial Network's Public Service Enterprise Group position peaked at $375K in Q1 2022.
1,246 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.