JWM
PEG icon

Janiczek Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Janiczek Wealth 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 		$21.3K Hold
289
– – ﹤0.01% 551
2024
Q1 		$19.3K Buy
289
+2
+0.7% +$122 ﹤0.01% 575
2023
Q4 		$17.6K Sell
287
-35
-11% -$2.15K ﹤0.01% 568
2023
Q3 		$18.3K Hold
322
– – ﹤0.01% 533
2023
Q2 		$20.2K Hold
322
– – 0.01% 463
2023
Q1 		$20.4K Sell
322
-17
-5% -$1.03K 0.01% 451
2022
Q4 		$21.3K Sell
339
-399
-54% -$23.2K 0.01% 451
2022
Q3 		$41K Hold
738
– – 0.01% 332
2022
Q2 		$48K Buy
738
+230
+45% +$15.6K 0.01% 316
2022
Q1 		$36K Sell
508
-20
-4% -$1.32K 0.01% 360
2021
Q4 		$35K Sell
528
-124
-19% -$7.85K 0.01% 375
2021
Q3 		$40K Buy
652
+147
+29% +$9.18K 0.01% 327
2021
Q2 		$30K Buy
505
+25
+5% +$1.54K 0.01% 353
2021
Q1 		$29K Buy
480
+366
+321% +$21.1K 0.01% 333
2020
Q4 		$7K Buy
114
+40
+54% +$2.33K ﹤0.01% 531
2020
Q3 		$4K Buy
+74
New +$3.92K ﹤0.01% 398

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's PEG Position: Q2 2024 in Review

Janiczek Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q2 2024 at 289 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Janiczek Wealth Management first reported a position in PEG in Q3 2020 and has held it in 16 quarters since. The position peaked at $48K in Q2 2022. 1,078 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

  • Janiczek Wealth Management held 289 shares of Public Service Enterprise Group worth $21.3K as of Q2 2024.
  • Janiczek Wealth Management left its Public Service Enterprise Group share count unchanged in Q2 2024.
  • Public Service Enterprise Group made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #551 holding.
  • Janiczek Wealth Management first reported a position in Public Service Enterprise Group in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Public Service Enterprise Group position peaked at $48K in Q2 2022.
  • 1,078 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.