Kelly Lawrence W & Associates’s Public Service Enterprise Group PEG Stock Holding History

Kelly Lawrence W & 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
2023 Q2	–	Sell	-267	Closed	-$16.7K	–	167
2023 Q1	$16.7K	Hold	267	–	–	﹤0.01%	128
2022 Q4	$16.4K	Hold	267	–	–	﹤0.01%	126
2022 Q3	$15K	Sell	267 -677	-72%	-$43.6K	﹤0.01%	139
2022 Q2	$60K	Hold	944	–	–	0.02%	114
2022 Q1	$66K	Hold	944	–	–	0.01%	109
2021 Q4	$63K	Hold	944	–	–	0.01%	115
2021 Q3	$57K	Hold	944	–	–	0.01%	114
2021 Q2	$56K	Hold	944	–	–	0.01%	117
2021 Q1	$57K	Buy	+944	New	+$54.5K	0.01%	109

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kelly Lawrence W & Associates's PEG Position: Q2 2023 in Review

Kelly Lawrence W & Associates sold out of Public Service Enterprise Group (PEG) in Q2 2023, closing a stake of 267 shares — an estimated $16.7K sold.

Kelly Lawrence W & Associates first reported a position in PEG in Q1 2021 and held it in 9 quarters. The position peaked at $66K in Q1 2022. 934 funds tracked by Wall St. Rank hold PEG as of Q2 2023.

Kelly Lawrence W & Associates reported no remaining Public Service Enterprise Group position as of Q2 2023 after selling out during the quarter.
Kelly Lawrence W & Associates sold 267 Public Service Enterprise Group shares in Q2 2023, an estimated $16.7K.
Kelly Lawrence W & Associates first reported a position in Public Service Enterprise Group in Q1 2021 and held it in 9 quarters.
Kelly Lawrence W & Associates's Public Service Enterprise Group position peaked at $66K in Q1 2022.
934 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2023.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.