Joseph P. Lucia & Associates’s Public Service Enterprise Group PEG Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q2	–	Sell	-300	Closed	-$21K	–	482
2022 Q1	$21K	Buy	+300	New	+$19.9K	0.01%	261
2021 Q4	–	Sell	-300	Closed	-$18K	–	426
2021 Q3	$18K	Hold	300	–	–	0.01%	322
2021 Q2	$18K	Hold	300	–	–	0.01%	330
2021 Q1	$18K	Hold	300	–	–	0.01%	301
2020 Q4	$17K	Buy	+300	New	+$17.5K	0.01%	286
2020 Q3	–	Sell	-300	Closed	-$15K	–	348
2020 Q2	$15K	Hold	300	–	–	0.01%	272
2020 Q1	$13K	Hold	300	–	–	0.01%	264
2019 Q4	$18K	Hold	300	–	–	0.02%	255
2019 Q3	$19K	Hold	300	–	–	0.02%	249
2019 Q2	$18K	Sell	300 -17,475	-98%	-$1.04M	0.02%	254
2019 Q1	$300	Buy	+17,775	New	+$994K	0.02%	193

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joseph P. Lucia & Associates's PEG Position: Q2 2022 in Review

Joseph P. Lucia & Associates sold out of Public Service Enterprise Group (PEG) in Q2 2022, closing a stake of 300 shares — an estimated $21K sold.

Joseph P. Lucia & Associates first reported a position in PEG in Q1 2019 and held it in 11 quarters. The position peaked at $21K in Q1 2022. 941 funds tracked by Wall St. Rank hold PEG as of Q2 2022.

Joseph P. Lucia & Associates reported no remaining Public Service Enterprise Group position as of Q2 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 300 Public Service Enterprise Group shares in Q2 2022, an estimated $21K.
Joseph P. Lucia & Associates first reported a position in Public Service Enterprise Group in Q1 2019 and held it in 11 quarters.
Joseph P. Lucia & Associates's Public Service Enterprise Group position peaked at $21K in Q1 2022.
941 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2022, filed 26 Jul 2022.