Hudson Valley Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Hudson Valley Investment 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
2023 Q1	–	Sell	-7,045	Closed	-$432K	–	219
2022 Q4	$432K	Buy	7,045 +70	+1%	+$4.06K	0.07%	158
2022 Q3	$392K	Sell	6,975 -298	-4%	-$19.2K	0.06%	161
2022 Q2	$460K	Buy	7,273 +503	+7%	+$34.2K	0.07%	150
2022 Q1	$474K	Sell	6,770 -2,285	-25%	-$151K	0.06%	148
2021 Q4	$604K	Buy	9,055 +1,763	+24%	+$112K	0.09%	115
2021 Q3	$444K	Buy	+7,292	New	+$455K	0.08%	125

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

Hudson Valley Investment Advisors's PEG Position: Q1 2023 in Review

Hudson Valley Investment Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2023, closing a stake of 7,045 shares — an estimated $432K sold.

Hudson Valley Investment Advisors first reported a position in PEG in Q3 2021 and held it in 6 quarters. The position peaked at $604K in Q4 2021. 930 funds tracked by Wall St. Rank hold PEG as of Q1 2023.

Hudson Valley Investment Advisors reported no remaining Public Service Enterprise Group position as of Q1 2023 after selling out during the quarter.
Hudson Valley Investment Advisors sold 7,045 Public Service Enterprise Group shares in Q1 2023, an estimated $432K.
Hudson Valley Investment Advisors first reported a position in Public Service Enterprise Group in Q3 2021 and held it in 6 quarters.
Hudson Valley Investment Advisors's Public Service Enterprise Group position peaked at $604K in Q4 2021.
930 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.