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Heritage Wealth Management (Arizona)’s Public Service Enterprise Group PEG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.39K Buy
88
+81
+1,157% +$4.7K ﹤0.01% 870
2022
Q3 		$0 Buy
+7
New +$451 ﹤0.01% 1082

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Heritage Wealth Management (Arizona)'s PEG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Public Service Enterprise Group (PEG) stake by 1,157% in Q4 2022, buying an estimated $4.7K and bringing the position to 88 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Heritage Wealth Management (Arizona) first reported a position in PEG in Q3 2022 and has held it in 2 quarters since. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 88 shares of Public Service Enterprise Group worth $5.39K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 81 Public Service Enterprise Group shares in Q4 2022, an estimated $4.7K.
  • Public Service Enterprise Group made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #870 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Public Service Enterprise Group in Q3 2022 and has held it in 2 quarters since.
  • 943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.