High Net Worth Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,000	Closed	-$61.3K	–	462
2022 Q4	$61.3K	Hold	1,000	–	–	0.02%	291
2022 Q3	$56K	Hold	1,000	–	–	0.02%	308
2022 Q2	$63K	Hold	1,000	–	–	0.03%	289
2022 Q1	$70K	Hold	1,000	–	–	0.03%	294
2021 Q4	$67K	Buy	+1,000	New	+$63.3K	0.02%	311

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

High Net Worth Advisory Group's PEG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 1,000 shares — an estimated $61.3K sold.

High Net Worth Advisory Group first reported a position in PEG in Q4 2021 and held it in 5 quarters. The position peaked at $70K in Q1 2022. 930 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

High Net Worth Advisory Group reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 Public Service Enterprise Group shares in Q1 2023, an estimated $61.3K.
High Net Worth Advisory Group first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Public Service Enterprise Group position peaked at $70K in Q1 2022.
930 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.