HF
PEG icon

Halpern Financial’s Public Service Enterprise Group PEG Stock Holding History

Halpern Financial’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
2023
Q4 		– Sell
-134
Closed -$7.63K – 263
2023
Q3 		$7.63K Buy
+134
New +$8.23K ﹤0.01% 167

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Halpern Financial's PEG Position: Q4 2023 in Review

Halpern Financial sold out of Public Service Enterprise Group (PEG) in Q4 2023, closing a stake of 134 shares — an estimated $7.63K sold.

Halpern Financial first reported a position in PEG in Q3 2023 and held it in 1 quarter. The position peaked at $7.63K in Q3 2023. 1,009 funds tracked by Wall St. Rank hold PEG as of Q4 2023.

  • Halpern Financial reported no remaining Public Service Enterprise Group position as of Q4 2023 after selling out during the quarter.
  • Halpern Financial sold 134 Public Service Enterprise Group shares in Q4 2023, an estimated $7.63K.
  • Halpern Financial first reported a position in Public Service Enterprise Group in Q3 2023 and held it in 1 quarter.
  • Halpern Financial's Public Service Enterprise Group position peaked at $7.63K in Q3 2023.
  • 1,009 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2023.

Based on Halpern Financial's 13F filing for Q4 2023, filed 19 Jan 2024.