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Invictus Private Wealth’s Public Service Enterprise Group PEG Stock Holding History

Invictus Private Wealth’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
Q4 		– Sell
-2,251
Closed -$201K – 81
2024
Q3 		$201K Buy
+2,251
New +$180K 0.02% 84
2023
Q3 		– Sell
-3,483
Closed -$218K – 93
2023
Q2 		$218K Sell
3,483
-171
-5% -$10.7K 0.02% 87
2023
Q1 		$228K Sell
3,654
-93
-2% -$5.63K 0.03% 84
2022
Q4 		$230K Buy
+3,747
New +$218K 0.03% 84

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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return