Householder Group Estate & Retirement Specialist’s Public Service Enterprise Group PEG Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	–	Sell	-323	Closed	-$19K	–	1306
2023 Q4	$19K	Buy	323 +3	+0.9%	+$184	0.01%	657
2023 Q3	$18.2K	Buy	+320	New	+$19.7K	0.01%	659
2023 Q1	$20K	Buy	+314	New	+$19K	0.01%	635
2022 Q4	–	Sell	-308	Closed	-$17K	–	869
2022 Q3	$17K	Buy	+308	New	+$19.8K	0.01%	614

Other funds holding PEG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Householder Group Estate & Retirement Specialist's PEG Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 323 shares — an estimated $19K sold.

Householder Group Estate & Retirement Specialist first reported a position in PEG in Q3 2022 and held it in 4 quarters. The position peaked at $20K in Q1 2023. 1,021 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

Householder Group Estate & Retirement Specialist reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 323 Public Service Enterprise Group shares in Q1 2024, an estimated $19K.
Householder Group Estate & Retirement Specialist first reported a position in Public Service Enterprise Group in Q3 2022 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Public Service Enterprise Group position peaked at $20K in Q1 2023.
1,021 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.