Graves Light Lenhart Wealth’s Public Service Enterprise Group PEG Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-282	Closed	-$18K	–	461
2022 Q2	$18K	Sell	282 -109	-28%	-$7.41K	﹤0.01%	430
2022 Q1	$27K	Hold	391	–	–	﹤0.01%	436
2021 Q4	$26K	Hold	391	–	–	﹤0.01%	499
2021 Q3	$24K	Buy	391 +1	+0.3%	+$62	﹤0.01%	473
2021 Q2	$23K	Hold	390	–	–	﹤0.01%	484
2021 Q1	$23K	Buy	390 +1	+0.3%	+$58	﹤0.01%	483
2020 Q4	$23K	Buy	+389	New	+$22.6K	﹤0.01%	461

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Graves Light Lenhart Wealth's PEG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 282 shares — an estimated $18K sold.

Graves Light Lenhart Wealth first reported a position in PEG in Q4 2020 and held it in 7 quarters. The position peaked at $27K in Q1 2022. 906 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 282 Public Service Enterprise Group shares in Q3 2022, an estimated $18K.
Graves Light Lenhart Wealth first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Public Service Enterprise Group position peaked at $27K in Q1 2022.
906 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.