Founders Financial Securities’s Public Service Enterprise Group PEG Stock Holding History

Founders Financial Securities’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	-4,187	Closed	-$235K	–	334
2022 Q3	$235K	Buy	+4,187	New	+$270K	0.04%	268
2022 Q2	–	Sell	-5,198	Closed	-$364K	–	291
2022 Q1	$364K	Sell	5,198 -1,695	-25%	-$112K	0.06%	199
2021 Q4	$460K	Sell	6,893 -296	-4%	-$18.7K	0.08%	180
2021 Q3	$438K	Buy	7,189 +351	+5%	+$21.9K	0.09%	183
2021 Q2	$409K	Buy	6,838 +1,587	+30%	+$98K	0.08%	196
2021 Q1	$316K	Sell	5,251 -422	-7%	-$24.3K	0.07%	193
2020 Q4	$331K	Buy	5,673 +1,744	+44%	+$102K	0.08%	161
2020 Q3	$216K	Buy	+3,929	New	+$208K	0.07%	151

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Founders Financial Securities's PEG Position: Q4 2022 in Review

Founders Financial Securities sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 4,187 shares — an estimated $235K sold.

Founders Financial Securities first reported a position in PEG in Q3 2020 and held it in 8 quarters. The position peaked at $460K in Q4 2021. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

Founders Financial Securities reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
Founders Financial Securities sold 4,187 Public Service Enterprise Group shares in Q4 2022, an estimated $235K.
Founders Financial Securities first reported a position in Public Service Enterprise Group in Q3 2020 and held it in 8 quarters.
Founders Financial Securities's Public Service Enterprise Group position peaked at $460K in Q4 2021.
943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Founders Financial Securities's 13F filing for Q4 2022, filed 8 Feb 2023.