Gateway Advisory’s Public Service Enterprise Group PEG Stock Holding History

Gateway Advisory’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 Q3	$203K	Sell	2,270 -795	-26%	-$63.4K	0.03%	131
2024 Q2	$226K	Sell	3,065 -1,353	-31%	-$96.1K	0.04%	140
2024 Q1	$295K	Hold	4,418	–	–	0.05%	116
2023 Q4	$270K	Hold	4,418	–	–	0.05%	103
2023 Q3	$251K	Hold	4,418	–	–	0.05%	86
2023 Q2	$277K	Hold	4,418	–	–	0.06%	76
2023 Q1	$276K	Buy	+4,418	New	+$268K	0.06%	75
2022 Q1	–	Sell	-3,679	Closed	-$245K	–	111
2021 Q4	$245K	Sell	3,679 -3,824	-51%	-$242K	0.05%	87
2021 Q3	$457K	Buy	+7,503	New	+$469K	0.1%	70

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gateway Advisory's PEG Position: Q3 2024 in Review

Gateway Advisory reduced its Public Service Enterprise Group (PEG) stake by 26% in Q3 2024, selling an estimated $63.4K and leaving 2,270 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #131.

Gateway Advisory first reported a position in PEG in Q3 2021 and has held it in 9 quarters since. The position peaked at $457K in Q3 2021. 1,171 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

Gateway Advisory held 2,270 shares of Public Service Enterprise Group worth $203K as of Q3 2024.
Gateway Advisory sold 795 Public Service Enterprise Group shares in Q3 2024, an estimated $63.4K.
Public Service Enterprise Group made up 0.03% of Gateway Advisory's portfolio in Q3 2024, its #131 holding.
Gateway Advisory first reported a position in Public Service Enterprise Group in Q3 2021 and has held it in 9 quarters since.
Gateway Advisory's Public Service Enterprise Group position peaked at $457K in Q3 2021.
1,171 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.