KWAG
PEG icon

Kiely Wealth Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Kiely Wealth Advisory Group’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 		$105K Hold
1,257
– – 0.07% 84
2024
Q3 		$109K Hold
1,257
– – 0.07% 86
2024
Q2 		$100K Hold
1,257
– – 0.06% 75
2024
Q1 		$86K Hold
1,257
– – 0.05% 78
2023
Q4 		$72.4K Buy
+1,257
New +$77.2K 0.04% 86

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's PEG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Public Service Enterprise Group (PEG) position steady in Q4 2024 at 1,257 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #84.

Kiely Wealth Advisory Group first reported a position in PEG in Q4 2023 and has held it in 5 quarters since. The position peaked at $109K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,257 shares of Public Service Enterprise Group worth $105K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Public Service Enterprise Group share count unchanged in Q4 2024.
  • Public Service Enterprise Group made up 0.07% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #84 holding.
  • Kiely Wealth Advisory Group first reported a position in Public Service Enterprise Group in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Public Service Enterprise Group position peaked at $109K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.