HFA
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HC Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History

HC Financial 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
2022
Q2 		– Sell
-100
Closed -$7K – 351
2022
Q1 		$7K Hold
100
– – ﹤0.01% 257
2021
Q4 		$7K Hold
100
– – ﹤0.01% 267
2021
Q3 		$6K Hold
100
– – ﹤0.01% 265
2021
Q2 		$6K Hold
100
– – ﹤0.01% 278
2021
Q1 		$6K Hold
100
– – ﹤0.01% 287
2020
Q4 		$6K Hold
100
– – ﹤0.01% 295
2020
Q3 		$5K Hold
100
– – ﹤0.01% 315
2020
Q2 		$5K Hold
100
– – ﹤0.01% 292
2020
Q1 		$4K Buy
+100
New +$5.4K ﹤0.01% 317

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HC Financial Advisors's PEG Position: Q2 2022 in Review

HC Financial Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2022, closing a stake of 100 shares — an estimated $7K sold.

HC Financial Advisors first reported a position in PEG in Q1 2020 and held it in 9 quarters. The position peaked at $7K in Q1 2022. 942 funds tracked by Wall St. Rank hold PEG as of Q2 2022.

  • HC Financial Advisors reported no remaining Public Service Enterprise Group position as of Q2 2022 after selling out during the quarter.
  • HC Financial Advisors sold 100 Public Service Enterprise Group shares in Q2 2022, an estimated $7K.
  • HC Financial Advisors first reported a position in Public Service Enterprise Group in Q1 2020 and held it in 9 quarters.
  • HC Financial Advisors's Public Service Enterprise Group position peaked at $7K in Q1 2022.
  • 942 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.