Institutional & Family Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Institutional & Family Asset Management’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 Q2	$14.7K	Hold	200	–	–	﹤0.01%	379
2024 Q1	$13.4K	Hold	200	–	–	﹤0.01%	376
2023 Q4	$12.2K	Hold	200	–	–	﹤0.01%	366
2023 Q3	$11.4K	Hold	200	–	–	﹤0.01%	359
2023 Q2	$12.5K	Hold	200	–	–	﹤0.01%	361
2023 Q1	$12.5K	Hold	200	–	–	﹤0.01%	351
2022 Q4	$12.3K	Sell	200 -48	-19%	-$2.79K	﹤0.01%	354
2022 Q3	$14K	Hold	248	–	–	﹤0.01%	346
2022 Q2	$16K	Sell	248 -10	-4%	-$680	﹤0.01%	340
2022 Q1	$18K	Sell	258 -23	-8%	-$1.52K	﹤0.01%	369
2021 Q4	$19K	Sell	281 -33	-11%	-$2.09K	﹤0.01%	377
2021 Q3	$19K	Hold	314	–	–	﹤0.01%	462
2021 Q2	$19K	Hold	314	–	–	﹤0.01%	490
2021 Q1	$19K	Hold	314	–	–	﹤0.01%	492
2020 Q4	$18K	Sell	314 -7	-2%	-$408	﹤0.01%	454
2020 Q3	$18K	Buy	321 +33	+11%	+$1.75K	﹤0.01%	412
2020 Q2	$14K	Buy	288 +45	+19%	+$2.24K	﹤0.01%	448
2020 Q1	$11K	Buy	243 +3	+1%	+$162	﹤0.01%	446
2019 Q4	$14K	Sell	240 -41	-15%	-$2.48K	﹤0.01%	465
2019 Q3	$17K	Hold	281	–	–	﹤0.01%	421
2019 Q2	$17K	Sell	281 -12	-4%	-$715	﹤0.01%	437
2019 Q1	$17K	Hold	293	–	–	﹤0.01%	445
2018 Q4	$15K	Hold	293	–	–	﹤0.01%	432
2018 Q3	$15K	Hold	293	–	–	﹤0.01%	472
2018 Q2	$16K	Hold	293	–	–	﹤0.01%	463
2018 Q1	$15K	Buy	+293	New	+$14.4K	﹤0.01%	451

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's PEG Position: Q2 2024 in Review

Institutional & Family Asset Management held its Public Service Enterprise Group (PEG) position steady in Q2 2024 at 200 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Institutional & Family Asset Management first reported a position in PEG in Q1 2018 and has held it in 26 quarters since. The position peaked at $19K in Q4 2021. 1,078 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

Institutional & Family Asset Management held 200 shares of Public Service Enterprise Group worth $14.7K as of Q2 2024.
Institutional & Family Asset Management left its Public Service Enterprise Group share count unchanged in Q2 2024.
Public Service Enterprise Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #379 holding.
Institutional & Family Asset Management first reported a position in Public Service Enterprise Group in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Public Service Enterprise Group position peaked at $19K in Q4 2021.
1,078 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.