FormulaFolio Investments’s Public Service Enterprise Group PEG Stock Holding History

FormulaFolio Investments’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
2021 Q2	$6K	Buy	+102	New	+$6.3K	﹤0.01%	325
2021 Q1	–	Sell	-7,713	Closed	-$445K	–	329
2020 Q4	$450K	Buy	+7,713	New	+$449K	0.01%	457
2020 Q2	–	Sell	-6,250	Closed	-$281K	–	314
2020 Q1	$281K	Buy	6,250 +2,671	+75%	+$144K	0.02%	224
2019 Q4	$211K	Buy	3,579 +209	+6%	+$12.7K	0.01%	344
2019 Q3	$209K	Buy	+3,370	New	+$201K	0.01%	324
2019 Q2	–	Sell	-4,958	Closed	-$295K	–	343
2019 Q1	$295K	Buy	+4,958	New	+$277K	0.01%	270

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

FormulaFolio Investments's PEG Position: Q2 2021 in Review

FormulaFolio Investments opened a new position in Public Service Enterprise Group (PEG) in Q2 2021: 102 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: FormulaFolio Investments previously reported a position in PEG as recently as Q4 2020.

FormulaFolio Investments first reported a position in PEG in Q1 2019 and has held it in 6 quarters since. The position peaked at $450K in Q4 2020. 870 funds tracked by Wall St. Rank hold PEG as of Q2 2021.

FormulaFolio Investments held 102 shares of Public Service Enterprise Group worth $6K as of Q2 2021.
Public Service Enterprise Group was a new FormulaFolio Investments position in Q2 2021.
Public Service Enterprise Group made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #325 holding.
FormulaFolio Investments first reported a position in Public Service Enterprise Group in Q1 2019 and has held it in 6 quarters since.
FormulaFolio Investments's Public Service Enterprise Group position peaked at $450K in Q4 2020.
870 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.