Jupiter Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Jupiter 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 Q1	–	Sell	-878,916	Closed	-$53.7M	–	503
2023 Q4	$53.7M	Buy	878,916 +831,456	+1,752%	+$51.1M	0.53%	45
2023 Q3	$2.7M	Hold	47,460	–	–	0.03%	314
2023 Q2	$2.97M	Buy	+47,460	New	+$2.96M	0.03%	326
2021 Q4	–	Sell	-56,129	Closed	-$3.42M	–	624
2021 Q3	$3.42M	Sell	56,129 -215,291	-79%	-$13.4M	0.04%	299
2021 Q2	$16.2M	Buy	+271,420	New	+$16.8M	0.17%	165
2021 Q1	–	Sell	-167,228	Closed	-$9.7M	–	639
2020 Q4	$9.7M	Buy	+167,228	New	+$9.7M	0.1%	233

Other funds holding PEG

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jupiter Asset Management's PEG Position: Q1 2024 in Review

Jupiter Asset Management sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 878,916 shares — an estimated $53.7M sold.

Jupiter Asset Management first reported a position in PEG in Q4 2020 and held it in 6 quarters. The position peaked at $53.7M in Q4 2023. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

Jupiter Asset Management reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
Jupiter Asset Management sold 878,916 Public Service Enterprise Group shares in Q1 2024, an estimated $53.7M.
Jupiter Asset Management first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 6 quarters.
Jupiter Asset Management's Public Service Enterprise Group position peaked at $53.7M in Q4 2023.
1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Jupiter Asset Management's 13F filing for Q1 2024, filed 10 May 2024.