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

Highland 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
2024
Q3 		– Sell
-3,157
Closed -$233K – 59
2024
Q2 		$233K Buy
+3,157
New +$224K 0.09% 53

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Highland Financial Advisors's PEG Position: Q3 2024 in Review

Highland Financial Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2024, closing a stake of 3,157 shares — an estimated $233K sold.

Highland Financial Advisors first reported a position in PEG in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 1,172 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

  • Highland Financial Advisors reported no remaining Public Service Enterprise Group position as of Q3 2024 after selling out during the quarter.
  • Highland Financial Advisors sold 3,157 Public Service Enterprise Group shares in Q3 2024, an estimated $233K.
  • Highland Financial Advisors first reported a position in Public Service Enterprise Group in Q2 2024 and held it in 1 quarter.
  • Highland Financial Advisors's Public Service Enterprise Group position peaked at $233K in Q2 2024.
  • 1,172 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on Highland Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.