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

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invictus Private Wealth's PEG Position: Q4 2024 in Review

Invictus Private Wealth sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 2,251 shares — an estimated $201K sold.

Invictus Private Wealth first reported a position in PEG in Q4 2022 and held it in 4 quarters. The position peaked at $230K in Q4 2022. 1,246 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

Invictus Private Wealth reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
Invictus Private Wealth sold 2,251 Public Service Enterprise Group shares in Q4 2024, an estimated $201K.
Invictus Private Wealth first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 4 quarters.
Invictus Private Wealth's Public Service Enterprise Group position peaked at $230K in Q4 2022.
1,246 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Invictus Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.