Gideon Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-36,552	Closed	-$2.16M	–	156
2019 Q4	$2.16M	Buy	36,552 +19,719	+117%	+$1.2M	0.74%	30
2019 Q3	$1.04M	Sell	16,833 -17,784	-51%	-$1.06M	0.34%	105
2019 Q2	$2.04M	Buy	+34,617	New	+$2.06M	0.7%	30
2018 Q3	–	Sell	-12,187	Closed	-$660K	–	459
2018 Q2	$660K	Buy	+12,187	New	+$626K	0.33%	87
2017 Q2	–	Sell	-8,225	Closed	-$365K	–	368
2017 Q1	$365K	Buy	+8,225	New	+$363K	0.22%	180
2016 Q4	–	Sell	-21,766	Closed	-$911K	–	460
2016 Q3	$911K	Buy	+21,766	New	+$959K	0.55%	61
2016 Q1	–	Sell	-6,120	Closed	-$237K	–	213
2015 Q4	$237K	Sell	6,120 -33,112	-84%	-$1.33M	0.17%	164
2015 Q3	$1.65M	Buy	39,232 +3,248	+9%	+$133K	0.97%	24
2015 Q2	$1.41M	Buy	+35,984	New	+$1.49M	0.58%	62
2015 Q1	–	Sell	-120,319	Closed	-$4.98M	–	286
2014 Q4	$4.98M	Buy	120,319 +109,232	+985%	+$4.4M	2.35%	3
2014 Q3	$413K	Buy	+11,087	New	+$410K	0.16%	173
2014 Q1	–	Sell	-13,437	Closed	-$431K	–	270
2013 Q4	$431K	Buy	+13,437	New	+$445K	0.26%	111

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gideon Capital Advisors's PEG Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2020, closing a stake of 36,552 shares — an estimated $2.16M sold.

Gideon Capital Advisors first reported a position in PEG in Q4 2013 and held it in 12 quarters. The position peaked at $4.98M in Q4 2014. 816 funds tracked by Wall St. Rank hold PEG as of Q1 2020.

Gideon Capital Advisors reported no remaining Public Service Enterprise Group position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 36,552 Public Service Enterprise Group shares in Q1 2020, an estimated $2.16M.
Gideon Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's Public Service Enterprise Group position peaked at $4.98M in Q4 2014.
816 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.